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 8,000-advisor IBD network will launch “a more robust hybrid offering” this year, Head of Wealth Management Tim Stinson tells Financial Planning in a new podcast.
February 11
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They are advised to consider making amendments if they want to take advantage of temporary tax provisions that Congress extended retroactively in December.
February 11
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The rewards for the men — and they’re all men — are notable, especially given only a third of the top 15 managers on the list beat the S&P 500.
February 11
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Jim Scheinberg is the managing partner at North Pier Search Consulting, a national retirement plan adviser search and evaluation firm based in Los Angeles.
February 11
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While he hasn’t received a cash bonus since 2007, part of his stock award will settle in cash when it vests.
February 11
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The regional broker-dealer is coming off a big recruiting year.
February 10
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Retirees can reverse their claiming decision, but not without considering one important caveat.
February 10
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The proposed acquisition is under scrutiny from advisors as well as the Justice Department.
February 10
