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 deal would combine two of the biggest companies running platforms used by independent financial advisors.
November 22
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Challenges abound even without the issues posed by inconsistent global definitions.
November 22
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Technology, declining budgets and other factors are radically changing how and which tax returns get looked at.
November 22
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Medical expenses for retired clients may be more predictable than expected, experts say.
November 21
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The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.
November 21
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Despite recent tax law changes, recharacterizations are still possible and can prove a valuable strategy to correct such missteps.
November 21
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Anthony Carlton is a financial planner for
LearnLux who works virtually with clients located all over the U.S.November 21
