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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With the passage of so much tax legislation over the past several years, there is tremendous opportunity for savings and planning.
March 30
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David Fabian is the managing director of MS Consultants LLC, a company dedicated to helping clients identify tax savings opportunities on property investments through cost segregation studies and more. Learn more at
http://www.costsegs.com/ .March 30
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The changes mark a new phase in the tug-of-war between the structures.
March 30
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Advisors are urging clients to make tax-planning moves this year to preserve the preferential capital gains rate and turbocharge business deductions.
March 30
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Advisors can use Digital Wealth Overview to send an automatically-produced animation that gives a comprehensive look at financial accounts.
March 30
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Paul Marcantonio is executive director of UK & Western Europe at Ecommpay.
March 30
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Impact investment manager Rachel Robasciotti and other advocates say the private proceedings are harmful to victims and helpful to firms protecting serial harassers.
March 29
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Keith Beverly, one of a handful of Black CFP-CFA holders, is pushing to mint more.
March 29
