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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It’s the regulator’s largest restitution order this year.
June 4
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The Labor Department issued guidance Wednesday effectively allowing retirement plans to invest in buyout firms.
June 4
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Judy Vorndran , J.D., CPA, and lead state and local tax partner, andStacey Roberts , CPA and SALT director, atTaxOps , have been at the table — and in the weeds — guiding dynamic businesses through the morass that is state and local tax for roughly 25 years each. VisitSALTovation.com to contact the authors.June 4
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"We have to redouble our efforts to make progress," Brian Moynihan said a day after the bank pledged $1 billion over four years to try to address racial and economic inequality.
June 4
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The acquisition, set to close later this year, will create a behemoth among custodians.
June 4
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The asset manager plans to leverage Precadian’s ActiveShares product, which requires funds to publish an indicative value of its holdings every second.
June 4
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The products will have the same management and research teams as the firm's similarly named mutual funds.
June 4
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The bill, which passed the House last week on a 471-1 vote, now heads to President Trump’s desk for his signature.
June 3
