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 former investment advisor, convicted of running one of the biggest Ponzi schemes ever, says he suffers from terminal kidney failure and other ailments.
February 6
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The academic duo who fueled the strategy’s boom want to know if worsening performance signifies a bout of misfortune or if something’s fundamentally broken.
February 6
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Entrepreneur Abraham Okusanya explains in the latest episode of Financial Planning’s new In|Vest Podcast how he’s trying to help firms and planners tackle retirement distribution.
February 6
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Natalie Jaresko is Executive Director of the Financial Oversight and Management Board for Puerto Rico
February 6
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"It took a little time to regain our equilibrium."
February 6
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Advisors can protect clients’ estate planning goals post-Secure Act but the vehicle will have to change.
February 6
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Geospatial data may assist the muni industry with monitoring the economic impact of wildfires or natural disasters, an expert says.
February 6
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Gale Crosley, CPA, CGMA (top), one of the leading growth consultants to accountants, is the president of Crosley & Co. Jim Bourke, CPA, CITP, is a partner and managing director of the advisory services practice at Top 100 Firm Withum, as well as an author and global speaker on technology and business advisory.
February 6 -
Fear and worry are rampant. One client asked if any other client had recently returned from China.
February 6
Mercer Advisors
