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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As the four-day conference in Dallas wraps up, here is a look at some of the most important product launches, collaborations and expansions of services that debuted at the event.
March 7
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The dispute shows Edward Jones has become emboldened in taking legal actions against advisors perceived to have inflicted harm on its business interests by leaving for another firm, one industry recruiter said.
March 6
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In a warning alarm about the industry's staffing needs, McKinsey predicted there will soon be a massive shortage of advisors to meet client demand.
March 6
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Advisors must be thoughtful about how they deploy these new tools to ensure the most optimal results, experts said.
March 6
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Kendale King is the founder ofKCK CPA which serves clients in the entertainment, gaming and cryptocurrency sectors. He is the originator of theCPAcon conference.March 6
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Cutting IRS staffing in half over the next 10 months would mean less help and longer waits for taxpayers and let wealthy tax cheats escape paying what they owe.
March 6
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From strategic planning to talent acquisition, Fallon wears a number of different hats at Sentinel. Senior managers look to her for guidance in their everyday duties, and her efforts to build positive employee relations are reflected in the company's culture. When Fallon isn't working face to face with employees, her leadership comes through in her diligent work on policy design and compensation planning.
March 5
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For the first time, the T3/Inside Information Software Survey included categories for alternative platforms, generative language AI, search AI and graphics AI.
March 5
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Darien Shanske is the Martin Luther King Jr. Professor of Law at the University of California, Davis School of Law.
March 5
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Every basis point of revenue based on client assets poses competitive implications. Here's how the upcoming change could affect financial advisors' businesses.
March 5
