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 Internal Revenue Service needs to do more to raise awareness of the adoption tax credit and plans to conduct more outreach, according to a new report.
August 12
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Find all of the figures from Financial Planning's latest annual study of brokerages whose financial advisors aren't employees of the firms.
August 12
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Independent financial advisors are getting more tools at an accelerating rate in timing and capital investment. Here's how experts say they can adapt and overcome the fear of replacement.
August 12
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Complex manager John Moran says RBC Wealth Management's New York market has recruited advisors with nearly $10 billion in assets this fiscal year, pulling from rivals like UBS, JPMorgan and Morgan Stanley.
August 11
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Edward Jones reported a sharp decline in net new client growth for the second quarter, even as it brings on more advisors to the business.
August 11
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It may sound like science fiction, but experts say estate planners should help clients decide now how their likeness should, or should not, live on after their death.
August 11
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Even the wonkiest experts are struggling to keep up with the latest macroeconomic data. Here are the key factors to watch in the coming months.
August 11
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David Maimon is head of fraud insights at SentiLink and a professor in the department of criminal justice and criminology at Georgia State University.
August 11
