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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At the T3 Conference, leaders discussed how showcasing the value of the new tools can help advisors connect with clients.
March 12
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With so many changes in how people communicate, the lead generation and conversion process seems daunting. But experts say RIAs have the opportunity to achieve big growth through sustained and focused investing.
March 12
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Questions this season reflect confusion about 1099 income, new OBBBA deductions and retirement considerations, according to data from online expert platform JustAnswer.
March 12
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Anastasia Atamanchuk, CPA, is a tax partner at Gursey Schneider in Los Angeles. She advises individuals, partnerships, trusts, and S corporations on a range of tax planning and compliance matters.March 12
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The new IRS Tax Withholding Estimator accounts for changes to tax credits and deductions introduced by the One Big Beautiful Bill Act.
March 12
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"Retail investors have learned not to pay attention to the noise," said Rick Wurster from the sidelines of the Future Proof wealth management conference in Miami Beach.
March 12
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A FINRA arbitration panel ordered Eileen Cure to pay back recruiting-loan debt and more after she was let over a "no Blacks" order she sent to her staff.
March 12
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Mike Wilson is co-founder and CEO of
Hamachi.ai , a regulatory-first AI platform built for investment advisors and asset managers. He previously led AdvisoryWorld, helping advisors harness data-driven portfolio insights and investment analytics at scale.March 12
