More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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V. Gerard (Jerry) Comizio is the associate director of the Business Law Program at American University Washington College of Law and an adjunct law professor.
May 4
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The parties are combining forces to offer other practices a longer term alternative to private equity deals.
May 4
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The move follows a mandate last week from JPMorgan Chase CEO Jamie Dimon, seeking to return his workforce in rotations from early July.
May 4
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A version of the administration's plan to close the step-up in basis loophole was floated by President Obama in 2015, but it died in a Republican-controlled Congress.
May 4
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Lee R. Epstein, Lands Program Director and Special Counsel, Chesapeake Bay Foundation
May 4
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Heirs of IRAs and 401(k)s won't need to take annual distributions before cashing out within a decade of receiving the plans, the agency says.
May 4
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Stephanie Schomer is the editor-in-chief of Employee Benefit News. She was most recently the deputy editor of Entrepreneur magazine and previously held positions at Entertainment Weekly, Architectural Digest and Fast Company. Her work has been published by Inc. Magazine, The Strategist, O, The Oprah Magazine, and PM Network magazine. Stephanie has a Bachelor's degree in journalism from Penn State University.
May 4
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The self-clearing custodian has unified its broker-dealer and RIA segments under one division at the company.
May 3
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Private equity-backed Wealth Enhancement Group unveiled its third largest deal ever and its first location on the West Coast.
May 3
