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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Aaron Mears is a versatile writer known for his insightful and engaging articles covering home, real estate, and environmental topics. Driven by a passion for creating compelling content, Aaron combines in-depth industry knowledge with a creative approach to deliver narratives that inform and inspire. His work often delves into sustainable living, market trends, and practical advice, establishing him as a trusted voice in his field. See more at
https://activerain.com/profile/aaron13 .November 27
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Yunita Anwar, Ph.D., is an assistant professor of accounting at the
Shenandoah University School of Business in Winchester, Virginia.November 27
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President-elect Donald Trump is bringing numerous changes to wealth management with his return to the White House, from the Tax Cuts and Jobs Act to Social Security.
November 27
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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
