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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Acronyms like CRT, CRAT, CRUT and NICRUT could have many clients' heads spinning. Here's a guide to the key pros and cons for financial advisors to consider.
March 17
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Joe Kefauver is a senior advisor to Americans for a Modern Economy, an organization committed to ensuring that local, state and federal policies reflect changing technologies that are reshaping the way consumers, businesses and communities operate in the 21st-century economy.
March 17
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Robinhood Markets is unveiling a hub inside its popular app for retail traders to bet on the likelihood of certain event outcomes.
March 17
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With the Trump administration pledging to review recently passed federal rules, the Investment Adviser Association wants to submit new comments on an anti-money-laundering law for RIAs.
March 17
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Christopher Tidball is an executive claims consultant, industry speaker and author of multiple claims improvement books, including "Re-Adjusted: 20 Essential Rules to Take Your Organization from Ordinary to Extraordinary".
March 14
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The threat of a government shutdown receded Friday, but the IRS would nevertheless still operate during tax season, even at lower capacity, in the event of a shutdown.
March 14
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Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.
March 14
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Nick Bernardo is the founder ofOnBord , an onboarding compliance automation tool.A certified financial planner (CFP), he has spent the last 25 years in the financial services industry, including as a family wealth planner.
March 14
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More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the evolution of NIL and money education.
March 14
