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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CEO Paul Shoukry also told analysts that the merger and acquisition deals coursing through the industry could open doors for firms eager to bring in advisors and net new assets.
April 24
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Vinicius Alves de Melo is a Brazilian accountant with over 14 years of experience helping small and midsized businesses improve their tax compliance, financial structure and operational efficiency. He is the CEO of Carlos Contábil, where he leads consulting projects focused on identifying fiscal risks, correcting accounting inconsistencies and strengthening internal controls. His work is especially focused on small businesses operating in high-risk environments.
April 24
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Most successful firms outgrow their business model. Knowing exactly when to pull the switch can be tricky.
April 24
Commonwealth Financial Network -
In our final installment on broker compensation in 2025, learn which firms are paying advisors with $2 million in annual revenue the most.
April 24
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Andrea Ramirez is the senior director of the care team at Empathy, where she leads a dedicated group of professionals helping families navigate the challenges of bereavement. With a background in people operations and a commitment to compassionate leadership, Andrea is passionate about fostering work environments that prioritize well-being and empathy.
April 23
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The headache of filing dozens of state or international returns due to the so-called jock tax comes with opportunities to tap into savings, experts say.
April 23
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Matt Chisholm is senior vice president of business solutions at Commonwealth Financial Network, working to ensure that advisors have access to the consultants, programs and resources needed to build scalable, sustainable businesses. Previously, he was senior vice president of practice management and consulting at Fidelity Investments.
April 23
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Record revenue wasn't enough to offset costly legal charges that the firm racked up in the first quarter.
April 23
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Angela Abbott has spent over 20 years in the billing and payments industry and has dedicated more than half of that time to the insurance market. In her current role as AVP, Insurance at InvoiceCloud, Angela works closely with carriers and providers to ensure successful integrations of InvoiceCloud's cutting-edge electronic bill presentment and payment solution.
April 23
