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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Ryan Salah, of Capital Financial Partners, said his RIA recently decided to add tax planning software into the mix.
June 17
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Financial advisors say that retirement planning for transgender clients can come with its own set of considerations, beyond 401(K) contributions or Monte Carlo simulations.
June 17
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Adam Tahir, CPA, is a strategist at
Bizora , an AI-powered tax research and compliance platform built specifically for CPAs and tax professionals.June 17
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Katerina Brahy is vice president of product and engagement at Maps Credit Union, a member-owned financial cooperative based in Oregon. She is currently researching how "relational risk" shapes loyalty, decision-making and long-term relevance in financial systems.
June 17
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The prospect of prolonged talks with holdouts threatens Senate Majority Leader John Thune's goal of passing President Trump's tax-cut legislation by July 4.
June 17
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Kevin C. Gillen holds positions as both a senior research fellow with the Lindy Institute for Urban Innovation and an adjunct professor of finance at Drexel University. His research is concentrated on applied work in the analysis of real estate developments and operation of real estate markets, including their fiscal, economic and financial implications. He holds a doctorate in economics.
June 17
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The deal marks the purchase of one private equity-owned firm by a much larger one with majority private equity backing.
June 17
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In an analysis stretching back to 1926 of 75 different retirement scenarios, Craig Israelsen compares five different retirement portfolio withdrawal strategies, from a fixed annual amount to the 4% rule and RMD withdrawals.
June 17
Utah Valley University -
As the chief people officer at Firstup, Sabra Sciolaro leads the organization's strategic initiatives to attract, develop and retain top talent, while fostering a culture of inclusivity, collaboration and innovation. She has a deep passion for people and a commitment to creating exceptional employee experiences. She believes people are at the heart of any organization's success and are dedicated to creating an environment where employees feel valued, empowered and inspired to perform at their best.
June 16
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