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 president's signature tax law allows a long-standing business deduction for the cost of food provided to employees to expire.
July 14
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Eric Fenton, Principal of Insurance Consulting at EPAM and a 2024 Global Insurtech Influencer Award Winner, is a strategic visionary focused on AI, innovation and emerging trends in the insurance and Insurtech landscape. A certified automation
professional with over 25 years of experience, he leverages deep industry expertise and
EPAM's multidisciplinary, end-to-end capabilities to deliver high-impact technology
solutions that create strategic value for insurance companies. Eric collaborates closely
with business and technical stakeholders, aligning people, processes, and technology to
drive enterprise-wide transformation.July 11
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Investors are increasingly turning to generative AI for financial advice, according to a Betterment survey. Advisors say tools like ChatGPT can provide useful information to investors, but they rarely understand a client's whole picture.
July 11
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Companies that pay out a portion of their profits to shareholders instead of reinvesting in their business may seem compelling on the surface, but advisors with experience with these strategies say they aren't right for everyone.
July 11
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Also this week, LPL Financial and Janney Montgomery Scott log recruiting deals while RIA aggregators like Sanctuary Wealth, Beacon Pointe and Carson Group go on an acquisition tear.
July 11
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Panelists at the Morningstar conference acknowledged the difficulties, even as they pointed out the ongoing opportunities from active management.
July 11
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Pinchus D. Raice is a partner and co-chairs the Financial Institutions Practice at Pryor Cashman LLP.
July 10
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Tax clients are already starting to ask their accountants about the many changes in the massive One Big Beautiful Bill Act passed by Congress last week.
July 10
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Morgan Stanley had gone to the Second Circuit Court of Appeals to fight a lower court's finding that its deferred compensation policies fall under federal retirement law.
July 10
