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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Financial advisors often place their own health behind that of others, but the firms who help them address it can get an edge in the fight for talent, experts say.
July 7
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Amy Matsuo is a nationally recognized leader in risk, regulatory, and compliance advisory, currently heading KPMG Regulatory Insights and Compliance Transformation solutions. Her team issues regulatory analysis and insights to over 30,000 client subscribers and supports service professionals across the firm's Audit, Tax and Advisory practices. With more than 25 years of experience in both industry and consulting, she advises large domestic and global clients on navigating dynamic and complex regulatory landscapes.
July 7
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As a Senior Relationship Manager for CannGen, a leading cannabis insurance carrier, Eric Edwards specializes in supporting clients across the evolving THC-infused beverage space. With a background as an insurance broker in the cannabis, hemp, and CBD sectors, he brings deep industry insight and a collaborative approach to helping brokers navigate coverage challenges and place business, enabling insureds to grow with confidence in a complex and highly regulated market.
July 7
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Wall Street's latest tax-smart ETF is engineered to turn a publicly traded fund into a tax-minimizing machine.
July 7
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A rare handbag can be worth far more than retail to the right buyer, but some advisors caution against viewing them as a store of value.
July 7
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An annual snapshot report tracks the record expansion and changing nature of the growing industry channel fueled by financial advisors and their clients.
July 7
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Business investors and wealthy Americans are among the biggest winners. Those hit the hardest include elite universities, who face new levies, and immigrants.
July 7
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Need a general summary that doesn't require much detail? AI may save time. But if you want content that is nuanced and compliant, these experts say you may want to just do it yourself.
July 4
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Tabitha Edgens is the co-head of regulatory affairs at the Bank Policy Institute.
July 3
