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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More clients are opting to work after they retire "to stay active and contribute professionally while also supplementing their income.”
January 7
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The Avantax Wealth Management parent views HK Financial as another way of working with CPAs and tax professionals branching into the field.
January 7
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From closed-end funds to Reg BI, here's what could be playing out this year.
January 7
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Behzad Gohari is an attorney, entrepreneur and investor, and currently serves as managing director at The Althing Group, an advisory firm in Washington helping clients navigate the capital markets, especially in the realms of technology and real estate.
January 7
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While some tax-planning tasks can be time-sensitive, the challenge is to tackle the others that aren’t in a calculated fashion, an expert explains.
January 7
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The Secure Act was designed to expand retirement savers’ options but it has subsequently all-but-eliminated the stretch IRA for beneficiaries. It's on advisors to make clients aware of the major change.
January 7
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Sharla St. Rose is vice president of voluntary benefits at NFP Corporate Services in New York.
January 7
