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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Lack of freedom and limited investment choices may be driving advisors at broker-dealers to leave their firms this year.
January 23
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Funds that use Section 351 conversions are rolling out in 2025, led by the launch of one with the ticker TAX. Here's what financial advisors and investors should know.
January 23
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Failing to have a solid succession plan is one of many risk factors that can tank an advisory practice's selling price, industry pros warn.
January 23
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Claribel Lizardo-Gonzalez is the Director of People and Culture at
Hack.Diversity , a nonprofit that partners with organizations to tap into the full potential of the talent landscape and co-design impactful strategies to transform the workplace for all employees. The nationally recognized nonprofit has grown into a movement of belonging in the tech workplace, achieving generational wealth-building impact for 500+ technologists in Boston and New York City.January 22
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The White House has canceled the October 2023 executive order from the previous administration on AI regulation and oversight.
January 22
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A client's immediate health needs make saving their accounts until they're 65 or over a difficult endeavor, and the accounts carry some highly specific rules.
January 22
