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 One Big Beautiful Bill Act presents some complexities for wealthy families, alongside its extension and expansion of provisions in the Tax Cuts and Jobs Act.
July 30
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The Swiss financial giant also saw its assets flow out of its Americas business in the second quarter as advisors left and clients set aside billions for taxes.
July 30
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After a difficult start to the year, Stifel reported a strong second quarter, with record AUM and net revenue figures for its wealth management division.
July 30
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Zorana Milovanovic, MBA, is a senior accountant specializing in ERP implementation, financial systems optimization and compliance in high-growth, regulated environments. She has supported end-to-end system transitions, often acting as a liaison between accounting, IT and audit teams. With business degrees from both the U.S. and Europe, she brings a cross-cultural perspective to internal controls, SOX readiness and policy design.
July 30
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So-called pig butchering schemes, in which victims are tricked into sending money to scammers, are on the rise.
July 30
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The SEC has quietly approved key rule changes that make crypto ETFs more efficient and appealing to institutions — a symbolic shift toward wider acceptance of digital assets in Washington.
July 30
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Weathering retirement planning storms isn't about numbers, as a pilot turned financial advisor discovered after the '07 crash.
July 30
The American College of Financial Services -
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The question looms especially large for startups breaking into the field, but there are no straightforward answers. Here's a guide for financial advisors.
July 29
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Women are gaining trillions in assets every year. Advisors who want to be recommended by women clients to other women to manage it should learn what not to say.
July 29
