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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Dubbed as the "digital admin for private investments," Arch has grown rapidly this year, adding AI tools that easily summarize documents for advisors, but hasn't lost the human touch.
August 1
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Financial advisors who specialize in estate planning say regular clients can learn from these messy celebrity situations.
August 1
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Prosecutors accused firm founder David Gentile and his partner of putting at risk more than $1.8 billion raised from thousands of investors.
August 1
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Shawn Redford is the chief business development officer at Experior Financial Group. As the CBDO, he is responsible for developing processes, tools and programs to help the organization and brokers achieve their goals, while ensuring a unified delivery of Experior's value proposition.August 1
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Gordon Schnell is a partner in the New York office ofConstantine Cannon , specializing in the representation of whistleblowers.August 1
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With shares in the acquirer growing as a percentage of the consideration, the rollovers pose important practice management, tax and business implications.
August 1
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A recent Supreme Court case held that the Code Sec. 965 mandatory repatriation tax was constitutional, but the majority opinion avoided the principal issue presented to the court.
August 1
Wolters Kluwer Tax & Accounting -
Berkshire still holds almost 962 million shares, the filing shows — worth $39.5 billion at Monday's closing price.
August 1
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Firms' practice of offering low returns on clients' uninvested cash is becoming the latest hot legal target.
August 1
