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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Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.
August 20
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The guidance in Notice 2024-63 is for employers that want to employees' student loan payments.
August 20
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Brian Reilly is an employee benefits consultant at Corporate Synergies. Board Secretary for the Westchester Human Resource Management Association (WHRMA), Brian specializes in helping employers find solutions for complex healthcare concerns.
August 19
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Savvy Wealth CEO Ritik Malhotra said the tech-backed platform focuses on building tools not just for the advisor, but for every person helping them.
August 19
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The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.
August 19
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The deal marks the fourth purchase for CW Advisors since a private equity firm bought a majority stake in it last year.
August 19
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Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.
August 19
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Yuval Teller-Hason is Director of Business Operations atLedge , a finance operations platform that automates high-volume reconciliation with AI. Prior to joining Ledge in 2023, he worked for nine years in the Israel Ministry of Finance where he built economic strategy for the banking, capital management, and insurance sectors, led legislation efforts for open banking, and designed initiatives to develop the local payment market, including the creation of a new regulatory framework for payment service providers.August 19
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From hashtags to hyperlinks: Here are best practices for advisors who post on social media, from experts in the industry and the financial regulatory authorities.
August 16
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The federal funds rate is currently at 5.25% to 5.50%, the highest in over two decades, but many financial advisors and analysts see that falling as soon as next month.
August 16
