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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Financial Planning's upcoming ADVISE AI conference will feature industry-leading experts from firms including Microsoft, Orion and CogniCor who will offer insights on how advisors can use AI to grow their businesses.
August 30
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Scams targeting individuals aged 60 and older caused over $3.4 billion in losses in 2023 — an increase of approximately 11% from the year prior, according to the FBI.
August 30
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Schwab vehemently denied allegations that it mishandled clients' uninvested cash, calling the putative class action just the latest in a series of "unsound, copycat lawsuits."
August 30
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Fines levied by the Wall Street regulator have dwindled in recent years.
August 30
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Brian Vincent is a principal at
Ryan , the largest firm in the world dedicated exclusively to business taxes. He has 20 years of experience in performing transfer pricing, valuation and applied economic consulting services on behalf of corporate tax departments and the international tax and transfer pricing practices of multiple leading law firms.August 30
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As the presidential campaign heats up, a tax expert is weighing in with his thoughts about the child tax credit and other proposals.
August 30
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Wealth management firms are facing scrutiny from investors over their investing choices and missed signs of fraud, in our latest look at the legal issues in wealth management.
August 30
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Even a modest ceremony can cost thousands, with the price tag for destination weddings easily crossing into five-digit figures and higher.
August 29
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The largest firms enjoy distinct advantages, to be sure. But many small and midsize independent wealth management firms have an edge, too.
August 29
