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 "in-kind" method allows investors to diversify highly appreciated stock without handing over a chunk of the profit to the IRS.
January 6
Exchangifi -
Bill spent 30 years at growth-oriented healthcare companies as a controller, chief financial officer and president. He's led multiple acquisitions ranging in size from a few hundred thousand dollars in revenue to hundreds of millions. Bill also led sourcing, due diligence, financing and financial integration for these transactions.
January 5
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Andrew Duke is the CEO of the Online Lenders Alliance. He previously led the Consumer Financial Protection Bureau's Consumer Education and External Affairs division.
January 5
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A recent study found that more than half of all new articles on the internet were AI-generated. How can advisors help their own content stand out when this deluge threatens to drown them out?
January 5
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Under a new proposal, clients would have to opt in to receiving account statements and other documents in paper form.
January 5
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Matt Bucklin is the founder of
ExchangiFi , a capital markets platform that enables ETF issuers to raise seed capital through Section 351 tax-deferred exchanges. Previously, he founded Valley Cove Capital, a search fund focused on small business acquisition and growth. He is based in West Palm Beach, Florida.January 5
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Getting away from the office to create or revise a firm's concrete goals and teammates' roles can help RIAs tap into organic growth, experts say.
January 5
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The U.S. and more than 100 other countries finalized an agreement that would exempt American companies from some foreign taxes.
January 5
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Starting in 2026, the starting age limit for those with significant disabilities to take advantage of these tax-advantaged savings accounts has been raised by 20 years.
January 2
