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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Warren Buffett said the company has paid the U.S. government more than $101 billion in taxes since he took the helm 60 years ago, more than any other company in history.
February 24
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Data from the February Financial Advisor Confidence Outlook found that President Donald Trump's policies are making advisors rethink portfolio allocations.
February 24
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Kevin Keller prides himself on the growing public awareness of the CFP mark while warning that his successor is likely to face increased competition from other groups.
February 23
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Mike Manalac is a CPA with experience at small, Top 20 and Big Four accounting firms and industry-leading Fortune 500 companies. He is currently an accounting manager at Google, as well as the author and illustrator of the No Flux Given playbook. He also pioneered the introduction of the virtual whiteboard to the accounting world. Reach him at
www.mikefromaccounting.com .February 21
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Indraneel Chakraborty is a professor in the finance department at Miami Herbert Business School. He has worked for Citadel Investments and Citigroup Global Markets fixed-income divisions.
February 21
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Dividend strategies can provide steady returns over time with less volatility, but growth-oriented stocks can also be an attractive option.
February 21
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A new study found that retirees spend far less than they should from certain income sources. But researchers say financial advisors can help change that.
February 21
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Elaine Aisyah is the founder and owner of Era Advisory.
She is a CFP and
IFP practitioner specializing in Islamic finance, with an emphasis on estate planning. She provides holistic financial solutions to a diverse clientele, spanning from professional, retail and corporate to celebrities. She is based in Malaysia.February 21
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Edward Patton works with business owners and managers to improve financial performance and increase the value of their companies by helping them better understand historical and anticipated results and the economic implications of their decisions. Reach him at
www.pattontrender.com/ .February 21
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