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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The Treasury secretary has previously said she would work with Congress on ways to ease the “disparate treatment” across taxpayers from the deduction limit.
April 22
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The IRS and the Treasury Department are giving small businesses that received Paycheck Protection Program loans in the first round a way to deduct expenses they couldn’t claim last year.
April 22
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From compliance to technology and succession, advisors may be under the wrong impressions about launching their own firms.
April 22
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The lineup of exclusively short-duration fixed-income products, taxable and municipal, still managed an overall gain.
April 21
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After 10 years at Merrill Lynch, a financial planner felt an entrepreneurial itch; "We should do this."
April 21
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The all-virtual event for senior wealth management executives takes place on May 12 and 13.
April 21
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Dina Hampton is a journalist based in New York City. She contributes regularly to Financial Planning. Follow her on Twitter
@DinaHampton April 21
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Move quickly, know your tech stack and use personal email in the planning stage, writes Mark Elzweig.
April 21
Mark Elzweig Co.
