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 trends of big profits, consolidation and slow organic growth are creating a lot of contradictions with the pay of financial advisors and other RIA staff members, according to The Ensemble Practice's annual tracking study.
September 29
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From shopping for better interest rates to tax strategy to cash flow, financial planners can play a vital role in helping clients prepare to take out a mortgage.
September 29
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Lisa McCurdy is the founder and managing partner of
The Wealth Counselor , a boutique estate and asset protection law firm serving high net worth families with complex, multigenerational wealth. She is also the founder and CEO ofDefining Legacy Group .September 29
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Dave Coenen is a Dutch chartered accountant and PhD researcher at Maastricht University, where his research focuses on the legal, accounting and corporate tax treatment of NFTs and tokenized assets. He is the developer of the ELFT Tokenized Assets Method, a framework for analyzing tokenized positions based on their underlying rights and obligations.
September 29
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A strategy popularized by AQR to help wealthy people slash their taxes on ordinary income is facing a sign that authorities are preparing to clamp down.
September 29
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James Allen is principal at Delahaye Advisers, a Virginia-based financial consulting firm.
September 29
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As regulators lower regulatory hurdles, many advisors are seeking greater access to private investments, while asset managers and fintechs are trying to eliminate technical barriers keeping regular investors out.
September 28
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Private-placement life insurance can offer tax-free growth and alternative investments for ultrawealthy clients, but advisors warn it isn't right for everyone who can afford it.
September 28
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Betterment Advisor Solutions, formerly Betterment for Advisors and Betterment Institutional, is changing its platform fees into a tiered rate that begins at 0.20% for advisory practices with less than $10 million in the business, Betterment CEO Sarah Levy says.
September 28
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Raghu Mittal is a general manager at EarnIn, a financial technology company providing earned wage access and financial tools to hourly and salaried workers. He previously led corporate and business development at several companies including Meta, Samsung and Dell.
September 28
