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 outcomes of two elections in Georgia that are scheduled for Jan. 5 are expected to determine the balance of power in the Senate and may also have an impact on the kind of tax planning that accountants should be advising their clients to do.
November 30
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Benefits are an increasingly important part of the mix for RIAs while IBDs are looking to take a page from their smaller competitors’ playbook.
November 30
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The advisors know RBC’s Pittsburgh complex director from earlier in their careers, when all three men worked at Smith Barney.
November 30
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A group of 25 Democrats in the House wrote to congressional leaders asking them to provide $12.1 billion in funding for the Internal Revenue Service, including $5.2 billion for enforcement, with an eye toward cracking down on high-income tax cheats.
November 30
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Abby Mann is a consultant at X by 2. She is currently playing a senior developer role on a modernization project for a health care client’s web application and providing oversight for an internal team of developers working on an application using React/Redux. Previous projects include two years on a data warehousing project in the health insurance domain and working on a single page application for a client in the life insurance domain. Abby graduated from Rose-Hulman in 2016 with a double major in math and computer science and joined X by 2 shortly after graduation.
November 30
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Eric Fuller is President & CEO of
U.S. Xpress Enterprises , one of the nation’s largest asset-based trucking companies that employs nearly 10,000.November 30
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Kelly O’Donnell is the executive vice president and head of workplace at Edelman Financial Engines.
November 30
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The 20 mutual funds and ETFs on this list have an average fee of roughly 111 basis points.
November 25
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The low interest rates pushing down sales across most fixed and variable lines are also boosting certain products.
November 25
