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 Ensemble Practice crunched data from hundreds of advisory practices the consulting firm says are getting tepid growth amid their impressive metrics.
August 28
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Rare bottles can go for several times the original price, but time, due diligence and proper storage are required to maintain these special alternative investments.
August 28
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Dan Wertman is the co-founder and CEO of Noetica, a platform used by U.S. law firms to benchmark risk in corporate credit and M&A deals. Previously, Wertman worked at BlackRock and Wachtell, Lipton, Rosen & Katz.
August 28
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From aggressive tax strategies to early retirement, well-intentioned decisions can unintentionally reduce Social Security benefits. Advisors highlight four major pitfalls that can impact clients' retirement income.
August 28
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Karen Servidea, JD, is a senior legal analyst for
Wolters Kluwer Legal & Regulatory, U.S. She tracks, analyzes and writes about tax law developments for the Standard Federal Tax Reporter, Exempt Organizations Reporter, and Tax Essentials. She previously practiced in civil tax litigation.August 28 -
The Trump administration's big tax legislation has plenty for the real estate industry to like, says an expert from Baker Tilly.
August 28
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With a background as an elite gymnast and a passion for understanding the remarkable capabilities of the female body, I bring a holistic approach to workplace wellbeing at Lifesum. A dedicated runner and mother, I thrive on creating environments that empower health and productivity—and when I'm not shaping wellness strategies, you'll likely find me perfecting a recipe or embracing life outdoors.
August 27
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The group of rapidly expanding firms includes mainstays like LPL Financial, but also smaller upstarts that are enlarging their footprints at a notable clip.
August 27
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Even though the One Big Beautiful Bill Act made substantial changes in the Tax Code, one area where that may not be seen so much is in terms of simplification.
August 27
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Joy Dasgupta is CEO of Gyan, which builds explainable, enterprise-grade AI for financial services focused on escalating compliance and governance risks.
He brings an enterprise insider's view of the challenges early technology adopters face from his time with American Express and Hewlett Packard.
August 27
