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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Biden’s proposal to raise capital gains taxes on investments profits would hit many business owners, not just ultra-wealthy investors.
April 27
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Bailard appointed Sonya Thadhani Mughal under a succession plan and a series of moves unveiled by the wealth and fund company.
April 26
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Too many Americans don't understand how these tax-advantaged accounts can help with college savings, writes Andrea Feirstein.
April 26
AKF Consulting Group -
If Biden’s proposal is enacted, Nir Kaissar writes many investors will dump their funds to avoid paying a higher tax down the road.
April 26
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Andrea Feirstein is the founder of
AKF Consulting Group , a leading municipal and strategic advisor to public administrators of state-run investment plans, including 529, ABLE and state-run retirement programs.April 25
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The Internal Revenue Service is holding up millions of tax refunds for manual processing and its systems were unable to process many of the quarterly payments that needed to be sent by April 15.
April 23
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As the firm repelled a rare activist challenge, a potential private equity buyer has approached it, according to a news report.
April 23
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Heath Shackleford is the founder of Good.Must.Grow. a socially responsible marketing consultancy and Certified B Corp. He is a two-decade veteran of the wellness industry and a social entrepreneur who has led national research on conscious consumerism and purpose-driven behaviors. Over the course of his career, he has worked with leaders in healthcare, nonprofits and socially conscious businesses to innovate for a better world. He is also a frequent contributor to Fast Company and active with a variety of charitable causes, ranging from addiction to homelessness to social justice.
April 23
