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 former wirehouse advisors specialize in financial strategies for high-net-worth clients, families and businesses.
October 28
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Many taxpayers want to pay less themselves — but want others to pay more.
October 28
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From his front-office perch at the Seattle SuperSonics, Palash S. Islam gleaned practice-management wisdom that served him well as a financial planner.
October 28
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Palash S. Islam, CFP, is the founder of Synergy Financial Group. As an entrepreneur, he has owned and invested in innovative businesses outside of financial services.
October 28
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The firm will use its warchest to expand its technology stack and make acquisitions.
October 27
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The nation’s largest IBD made its first tech deal this year for a firm that has $120 billion in assets on its platform.
October 27
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Know a talented young advisor? Now’s your chance to nominate them for our annual rankings.
October 27
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An estimated 9 million people haven't yet received Economic Impact Payments provided under the CARES Act.
October 27
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The Secure Act’s “RMD hall pass” for surviving beneficiaries requires deft maneuvering to deal with long-term concerns.
October 27
