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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Todd Whalen , founder ofAdvanced Tax Solutions , is a CPA and Certified Tax Resolution Specialist. Licensed in Colorado, he represents clients nationwide before the IRS. With a Master of Taxation from the University of Denver, he specializes in resolving complex tax issues for businesses and individuals.November 19
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Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.
November 19
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Robinhood Markets agreed to buy TradePMR, a custodial and portfolio management platform for registered investment advisors, as the online brokerage seeks to target a wider swath of wealthier investors.
November 19
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Jed Finn says the firm's wealth unit could easily meet its operating margin goals if it simply stopped spending money to support advisors. But it's not about to do that.
November 18
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The Zeplyn Meeting Assistant takes unstructured conversational data and turns it into notes.
November 18
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The numbers are getting murkier, and the politics with a slim majority in the House and the minutiae of Senate reconciliation rules look anything but easy.
November 18
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Even if Donald Trump's second term spells trouble for climate-minded stocks, analysts say investing in energy infrastructure is still a safe bet.
November 18
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Sanket Das heads the distribution management practice at a Big 4 consulting firm. He is an industry thought leader and often speaks on topics related to insurance and sales performance management (SPM). With nearly 15 years of experience in the insurance space, Sanket tackles complex issues around distribution and producer management, AI, data, actuarial valuation, and agent compensation. He holds a master's degree in actuarial science from NMIMS. Connect with Sanket on
LinkedIn .November 18
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Experts and advisors say they are cautiously optimistic about the future of small caps in the coming years.
November 15
