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 IRS introduced changes to certain contribution limits to 401(k) and retirement plans for 2025, while some limits will remain the same.
November 27
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Starting next year, all of its existing RIA non-retirement clients' cash balances will be moved from higher-yield money market funds to FCASH — a lower-yield cash management product.
November 26
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Lucas White is president of The Fountain Trust Company in Covington, Ind., and chairman of the Independent Community Bankers of America.
November 26
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The largest fee-only RIAs expanded rapidly in the past year, but a new No. 1 led a group including Savant, Moneta, EP Wealth, Modera and The Mather Group.
November 26
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The new Granny Shots ETF from Fundstrat is built around large caps and has already drawn more than $400 million from investors.
November 26
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Brokers from 15 firms have been suspended, fined and sometimes — but rarely — fired in a sweep that stretches back to 2022.
November 26
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Orlando, Florida, ranks as the top city for retirement due to a lower tax rate and a large amount of recreational activities.
November 26
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Former Western Asset Management co-Chief Investment Officer Ken Leech was charged with engaging in an alleged "cherry-picking" trading scheme.
November 25
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The US Sustainable Investment Forum (SIF) sees thin Republican majorities in Congress hampering anti-ESG legislation from advancing.
November 25
