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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A note by Morningstar DBRS analysts warned of the risks working against big RIA aggregators' success in consolidating a fragmented channel of the industry so rapidly.
June 16
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The Treasury Department offered a preview of upcoming guidance on a new federal scholarship tax credit that was included in the One Big Beautiful Bill Act.
June 16
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This session explores how financial advisors can confidently introduce alternative assets—such as private equity, real estate, digital assets, collectibles, and specialized funds—to a broader range of clients. Panelists will discuss practical education strategies, clear communication frameworks, and compliance-friendly methods for explaining both upside potential and inherent risks. Advisors will learn how to set proper expectations, segment which clients may benefit most, and build trust by offering transparent, accessible guidance on this growing asset class.
June 16
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Starting your own RIA can be emotionally taxing and require extensive work — and it comes with some surprises. Here's what founders said caught them off guard when launching their own firms.
June 16
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Clients may be wary of younger financial advisors, but firms can build strategies to allay those concerns and foster their talent.
June 16
