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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More than a quarter of the respondents hold Bitcoin, while 11% hold Ether, according to the asset manager.
June 9
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Roberto Hinojosa is an audit manager for UHY LLP. With over eight years of accounting experience, he is well-versed in providing audit and internal audit services to a variety of industries and entities. His primary focus is SOX compliance, but he also completes COSO evaluations, ICFR risk assessments and due diligence projects.
June 9
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The central bank’s own data show that slightly more than half of U.S. households own stocks. But that doesn’t come close to telling the whole story.
June 9
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The Internal Revenue Service won’t charge people who threw their stimulus money away because they thought the envelope was junk mail.
June 8
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One strategist — who last month warned about owning stocks — said that he now believes he was “far too cautious” during the current market rally.
June 8
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A federal court decision that could be subject to appeal secured Social Security benefits for certain same-sex marriages that hadn't previously been eligible.
June 8
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The company's new service provides leads — and now phone calls — from its 65-million person audience to advisors.
June 8
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