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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Managers of the funds became increasingly involved with private debt last year; boosting their median allocation to 2.9% from 2.1%, data show.
January 6
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The record level of transactions — as well as long-term industry shifts — often prompt advisors and other wealth management professionals to assess their options.
January 6
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Mariner Wealth Advisors adds to its string of acquisitions, buying two tax practices.
January 5
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Several former high-level Wells Fargo executives are under criminal investigation in connection with the bank's fake-account scandal and could be indicted as soon as this month.
January 4
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“By and large, many simply have not yet saved enough to retire comfortably.”
January 3
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Sixty percent of advisors cited estimating health care costs as one of the biggest headaches when helping retirees plan for the future.
January 3
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Knowledgeably navigating 401(k) and IRA movements can have a massive impact on tax burdens — and the client relationship.
January 3
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Robert Durak, CPA, CGMA, is director of audit and accounting technical services for public accounting at the American Institute of CPAs.
January 3
