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 rule change is designed to have an impact in the fight against COVID-19 and applies only to donations made to charitable organizations, an expert says.
May 5
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The central bank said it “will generally not purchase shares of an ETF that are trading at a premium” of 1% above its net asset value.
May 5
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There's a great deal of help for businesses in the CARES Act and the FFCRA.
May 5
Weaver -
Zachary Aron is Deloitte Consulting's payments leader in the banking and capital markets practice, and co-leader of its global payments practice.
May 5
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How will the relief package impact retirement accounts? CPA Ed Slott fields this and other top financial planning queries.
May 4
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Gary Shamis is the CEO of
Winding River Consulting , an advisory firm serving the accounting profession that works with managing partners and growth leaders at Top 500 accounting firms on strategy, private equity, M&A, leadership, and digital growth.May 4
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Two testing windows remain for this year, but the board cautions they will take place “only if they can be conducted without compromising the health of exam candidates.”
May 4
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Lori Mihalich-Levin is the founder and CEO of Mindful Return, a program that supports new parent employees in their transition back to work after parental leave.
May 4
