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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Americans living abroad face complicated tax laws, fraught portfolio decisions, and FACTA scrutiny. Their advisors can help.
February 22
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It’s complicated, but possible, to limit risk and liability when moving a practice.
February 21
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Advisors list the top books on finance or economics they’ve read recently.
February 19
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The IBD unveiled its second major recruiting addition in as many months to kick off the year.
February 19
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Blake Christian (pictured) is a CPA in the Park City Office of Holthouse Carlin & Van Trigt LLP (HCVT), a top 30 CPA firm.Joseph B. Darby III is a tax attorney and founder of Boston-based Joseph Darby Law PC. Both focus on opportunity zone funds and complex tax issues. They can be reached atblake.christian@hcvt.com or (562) 305-8050 andjay@josephdarbylaw.com or (617) 286-6553.February 19
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Chris Bennett is the principal of the mortgage industry hedge advisory firm Vice Capital Markets.
February 19
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Naked short selling is one possible cause.
February 19
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Mark Kowalsky is a partner at business law firm Jaffe, Raitt, Heuer & Weiss, P.C. in Southfield, Michigan. He leads the Firm’s Litigation & Dispute Resolution practice group, and works closely with the Securities Litigation & Enforcement Defense practice group.
February 19
