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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Some business owners can get hurt by workarounds to the $10,000 limit for state and local tax deductions.
February 16
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Like most financial instruments, special purpose acquisition companies present risks and rewards, and require due diligence from accounting firms to help avoid landmines.
February 16
Embark -
Chad Robottom, CPA, is the Dallas market president at the financial advisory firm
Embark .February 16
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Rae becomes one of the few women leaders in financial services.
February 12
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The department says it is working “to determine how we might improve” the regulation.
February 12
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Arrogance, naiveté and that chief suspect, procrastination, can all undermine best laid advancement plans, writes recruiter Mark Elzweig.
February 12
Mark Elzweig Co. -
John E. Garber Jr. is managing director and practice leader at KMRD Partners, an award-winning risk management and human capital solutions firm.
February 12
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A merger would value Apex and Northern Star Investment Corp. II at as much as $5 billion, a personal familiar with the matter said.
February 12
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Trading patterns suggest organic flows from investors keen to access the firm’s strategies at a relatively low price
February 12
