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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While some retirees have seen a substantial increase in spending, many others are enjoying financial freedom.
March 10
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The early U.S. epicenter of the virus hasn’t seen mass closures of practices, but financial advisors from the area shared tips to try to get ahead of the impact.
March 10
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“It’s like shopping on Amazon for real estate,” says one investor. But clients pay a premium for the access and convenience.
March 10
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Four of new hires are former wirehouse advisors.
March 10
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Anthony Licavoli, CPA, is a senior manager at Top 100 Firm
Rehmann . He supervises tax engagements for clients in a multitude of industries. He is a member of the firm’s international and income tax accounting (ASC 740) groups. He also sits on the firm’s tax reform subcommittee, helping to develop content and tools to assist advisors and educate clients on the technical aspects of new tax legislation.March 10
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The bank says it has decided to “effectively eliminate the net leverage” of its MLP Income Opportunities Fund and MLP and Energy Renaissance Fund.
March 10
