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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Software to help advisors better communicate should be more than an afterthought for firms who want to grow organically, industry leaders said at T3.
March 4
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Financial advisors and their clients will need to prepare for many possible outcomes by focusing on the key themes around these eight TCJA policy issues.
March 4
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A change to Social Security will impact millions of beneficiaries. Here's what financial advisors need to know.
March 4
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Kelly leads strategic partnerships, industry alliances, and go-to-market strategy for Vertafore's insurance carrier and MGA suites of products. Maheu's career in insurance and financial services spans nearly 15 years and includes serving as Vice President of Professional Publishing and Training at The National Underwriter Company and as Executive Director at The National Association of Independent Life Brokerage Agencies (NAILBA).
March 4
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Nearly 84% of U.S.-based plans have an ERISA violation, spotlighting a need for independent benchmarking audits.
March 4
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Vanessa Fajans-Turner is executive director of Environmental Advocates NY.
March 4
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President Trump and his Republican allies in Congress aim to extend the expiring provisions of the Tax Cuts and Jobs Act. But they'll need to fill in a lot of details first.
March 4
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The near-blunder occurred in the same month that another part of the bank accidentally credited $81 trillion to a different client.
March 3
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The move can help boost income, but financial advisors say it can also bring unintended Social Security consequences.
March 3
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For wealthy and ultrahigh net worth clients, the advantages often prove very attractive. But the policies carry some sophisticated planning challenges and a high cost.
March 3
