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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An increasingly popular form of lending enables financial advisors and their clients to offset capital gains and find other tax savings.
December 15
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President Donald Trump is reportedly considering moving cannabis from a Schedule I to Schedule III substance. Experts say this could go a long way toward establishing the industry's legitimacy.
December 15
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The One Big Beautiful Bill Act makes the opportunity zone program permanent and also introduces some changes in the real estate investor tax breaks.
December 15
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Michael Nathanson oversaw Focus Financial Partners as it reorganized into five internal hubs. Industry experts say the long overdue consolidation still has far to go.
December 15
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Paul Vigna is the managing editor of American Banker. He is an author, journalist, editor and speaker, with a particular focus on capital markets and cryptocurrencies. He is the author of
The Almightier and Guts: The Anatomy of The Walking Dead and coauthor of The Age of Cryptocurrency and The Truth Machine. For 25 years, he was a reporter and editor for Dow Jones Newswires and the Wall Street Journal, pioneering coverage of the cryptocurrency sector. He has appeared on CNN, CNBC, MSNBC, Fox, and PBS.December 15
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Wealthy taxpayers in high-tax states like California, New York and New Jersey are the biggest winners, as are workers who collect tips or overtime, and seniors.
December 15
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Yes, AI is saving many advisors time and helping them reach prospects. But some say the rapid rate of adoption and automation could put them out of a job in the future.
December 12
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Brett Griffin was given two months' notice that he would lose his job when Charles Schwab closed the office where he was working in Temecula, California. Now the firm accuses him of using some of that time to help move client data to a rival RIA.
December 12
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Blake Roberts served as the Deputy General Counsel of the U.S. Department of Commerce from 2022 to 2025. He is a partner in the Washington office of Eversheds Sutherland.
December 12
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In a move some industry observers call "dangerous and irresponsible," the administration is taking down consumer protection guardrails that have been put up by states like California and Colorado.
December 12
