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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New alternative investment platform JKBX has attracted thousands of retail investors purchasing the streaming rights to hit songs from Beyoncé, Taylor Swift and more — here's what it might mean for the alts space.
July 26
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Double-dipping on wage claims and saying masks disrupted operations are just two new hallmarks of bad Employee Retention Credit claims.
July 26
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Rochelle Hodes is a principal in the Washington National Tax Office at Crowe. She has over 29 years of experience providing tax controversy and tax policy services.
July 26
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Merrill Wealth Management and IMG Academy are partnering to bring financial education to those looking to succeed on and off the field.
July 26
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The surprise announcement of their exit distracted from some record metrics and the firm's indication that it will be keeping its cash sweep yields the same.
July 26
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Chase has launched a generative AI tool that acts as a research analyst for the mega bank's employees, according to an internal memo viewed by Bloomberg.
July 26
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Opponents of the new regulation won a legal victory in a ruling that places it in a stay during their lawsuit challenging the legality of the changes to ERISA.
July 26
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The program allows candidates to complete the certification program online, asynchronously and in half the time it takes to complete the standard program.
July 25
