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 current limits for a deduction tied to state and local duties and the debate on the extension of the TCJA provides a lens to examine gender-based disparities.
December 17
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A week ahead of inauguration day, Scott Colbert, executive vice president, director of fixed income and chief economist at Commerce Trust, takes a look at how the Federal Reserve and the economy will fare in President-elect Donald Trump's second run in the White House.
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From cryptocurrency to Medicare, 2025 is likely to be a year of change. Here's what nine experts are forecasting.
December 17
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Trust, or the lack thereof, was one of the overarching themes of artificial intelligence in the wealth management industry this year.
December 16
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The case stems from Raymond James' recruitment of the $2.8 billion Wise Advisor Group from Baird, which also landed a penalty for a broker protocol violation.
December 16
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Having missed out on yesterday's pensions and today's 401(k) features, the latchkey generation is woefully unprepared for retirement. Here's how advisors can help.
December 16
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Betterment at Work surveyed 1,000 employees about how confident or anxious they're feeling about their financial futures.
December 16
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The president-elect confirmed he will pursue a strategic reserve of the flagship cryptocurrency as part of a broader push for the U.S. to champion the digital-asset industry.
December 16
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