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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The Immersion conference seeks to boost the number of planners using alternatives to the traditional AUM fees one advisory practice — and attendee — at a time.
February 25
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A group of former commissioners at the Internal Revenue Service is sounding the alarm about the thousands of layoffs at the agency in the midst of tax season.
February 25
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Dennis Li , FSA, is an actuary and life insurance partnership leader with expertise spanning the life insurance value chain, including actuarial, product development, technology, and distribution. Contact him athttps://www.linkedin.com/in/dennisxli/ .February 25
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The best charitable-giving strategy for a client depends on several factors, including the amount in the fund and how involved the client wants to be.
February 25
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From saving to fund allocation to risk management, practitioners of Islamic finance integrate ethical considerations into all aspects of the planning process.
February 25
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Murray L. Harber is a human performance and employer health professional with over 30 years of experience. He is an entrepreneur, speaker, and writer passionate about improving health and well-being for individuals and within employers. He is the Executive Director of the Mississippi Business Group on Health. He holds a Bachelor's Degree in Education with an emphasis in Exercise Physiology from the University of Tennessee, Knoxville where he was awarded the Ben A. Plotnicki Award for dedication in the field.
February 24
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Last year set a record for mergers and acquisitions among advisory firms. Industry experts expect more of the same in 2025, driven by a desire for client and asset growth.
February 24
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The Trump administration is likely to let the SAVE plan die in the coming months. Here's how advisors can start preparing their clients now.
February 24
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As the tax deferral method grows in popularity, experts caution that the benefits come with important caveats for financial advisors to keep in mind.
February 24
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Lakesha Williams is a wealth strategist, financial literacy advocate and chief empowerment officer at financial education platform
Dear Lakesha .Equipped with an MBA and more than 20 years of experience in the banking industry and specializing in wealth management, she is on a mission to empower and educate women seeking financial freedom and security.
February 24
