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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A recent Social Capital Markets report found that 71% of social media financial advice is misleading.
November 13
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To the Internal Revenue Service, Roger Ver symbolizes a new target in the digital age: a crypto holder suspected of failing to pay taxes after selling tokens.
November 13
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Big firms would be paying $415,000 a year more by 2029, while most brokers would see a far smaller hit.
November 12
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Advisors who have volunteered their time and expertise said they have reaped the rewards along with those they have served.
November 12
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Harmon Kong wrote a book about wealth that doesn't include any financial jargon. He argues discussions between parents and their kids hold much more value.
November 12
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For many investors, Donald Trump's re-election was an emotional shock. Here's how financial advisors can help keep their finances on track.
November 12
