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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A new academic paper finds variable prepaid forwards to be much more effective than options collars with margin loans — even though they're more complex and less accessible.
June 29
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When asked to compare AI to movies, financial advisors are still optimistic about the ways it can help them. But there's a growing sentiment that bad actors could hijack things.
June 29
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There's a safe harbor for gift tax reporting, but the American Institute of CPAs recommends families educate themselves as the accounts go live July 4.
June 29
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John Wittelsberger is a financial advisor at Armstrong, Fleming & Moore. Prior to joining AFM in 2014, he interned with RBC Wealth Management in Maryland. He is a Certified Financial Planner.
June 29
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David Naffis is the founder and CEO of Adwave. A serial ad tech entrepreneur, David previously co-founded VideoByte (acquired by Kargo, 2023) and Remixd (sold to Global UK/DAX US). In 2014, he served as a Presidential Innovation Fellow applying AI to National Archives documents. He founded Adwave to bring TV's credibility advantage to Main Street businesses that couldn't previously afford it.
June 29
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The U.S. House bill aimed at protecting investors 65 or older or those who have a mental or physical impairment from fraud, has bipartisan support.
June 26
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Subscribers can stay up to date on key industry issues while earning one hour of continuing education credit toward maintaining professional certification.
June 26
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Financial therapy helps people analyze thoughts, feelings and limiting beliefs surrounding money. Therapists shared what they want advisors to know about approaching client relationships.
June 26
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Although low-cost ETFs remain the most common component of model portfolios built by BlackRock and other third parties, private credit, equity and other alternatives are gaining ground.
June 26
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Chris Skipworth is the CEO ofPasspack , a zero-knowledge password management platform serving businesses worldwide. With 25 years of technology experience in software, hardware, and semiconductor engineering, he has brought innovative solutions to markets across North America, Asia, and Europe. Since leading Passpack in 2013, Chris has secured company financing, expanded into new markets, and positioned Passpack as a leading password management solution for SMBs.June 26
