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 Malvern, Pennsylvania-based asset manager was dinged by the SEC, which said it made misleading statements to some retirement savers.
January 17
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The longtime Goldman exec was given a lucrative retention bonus (vesting in 2030), as was John Waldron, Goldman's president.
January 17
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The case reflects the extent of industry efforts — and failures to enforce — guidelines such as customer identification programs.
January 17
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Al Zelinka has more than 30 years of experience leading and serving local governments, public agencies and business improvement districts in consulting and public staff capacities.
January 17
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Khala Stanfield has more than 10 years of experience in achieving large scale organizational growth by facilitating strategic planning processes, conducting qualitative analysis for strategy portfolios and developing fact-based recommendations for leaders to enable critical decisions.
January 17
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As we enter the beginning of 2025, bonus depreciation continues to leverage down as more portions of the Tax Cuts and Jobs Act expire.
January 17
McGuire Sponsel -
The mood in markets and the financial situation are starkly different from 2017, when Trump and congressional Republicans passed a deficit-expanding tax cut.
January 17
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Funds in areas including bitcoin, technology and clean energy were especially successful.
January 17
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Executives say the Bank of America subsidiary likely benefited from clients in 2023 seeking a safe harbor from teetering regional banks.
January 16
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