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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Borrowing against art can offer liquidity without triggering capital gains, but high costs keep it from becoming a first-choice strategy.
August 31
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The largest firm in the independent brokerage channel is also the fastest growing. But the industry's rapid expansion alongside rising equity values over the past three years may be hiding some firms' vulnerabilities.
August 31
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New York, New York, August 26th, 2026, TechnologyWire
August 31
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The difference between bleeding a third of gains to taxes and being able to keep compounding isn't luck or a secret loophole. It's structure.
August 31
GVA Real Estate Group -
Alan Stalcup is the CEO and founder of
GVA Real Estate Group , which focuses on acquiring multifamily properties and adding value through effective asset, property and construction management. GVA has completed more than $10 billion in transactions and managed approximately 30,000 apartment units across Texas and the Southeastern United States.August 31
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From pet trusts to picking the right caretaker, advisors share how to help clients plan for a life when pets outlive them.
August 28
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The 2025 tax law changed the factors involved in the decision to convert a traditional IRA to a Roth.
August 28
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Marketing experts suggest alternative ways for firms to promote themselves after a $6 million "gift" received by a former top editor at Forbes was seen as tarnishing the publication's industry awards and rankings.
August 28
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