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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When a company considers adding new jobs or making new investments, many state and local authorities offer tax incentives to support that growth.
May 28
McGuire Sponsel -
At the heart of the concern is a tax dynamic that exchange-traded funds were built to avoid.
May 28
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Amid the great wealth transfer, having a flexible tech stack that attracts young, next-gen clients is a must.
May 28
Concurrent -
While vintage Fenders, Gibsons and Martins can be worth thousands or even millions, advisors caution that collecting guitars should be for the love first and foremost.
May 27
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Retiree income in the U.S. lags far behind the national median for household earnings, but these top cities are bucking the trend, according to a new SmartAsset study.
May 27
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The flow of financial advisors to the independent channels is certainly accelerating. But the traditional brokerage giants still offer advantages for some teams.
May 27
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Joe McQuaid is chief operating officer at Concurrent.
With over 25 years in the financial services industry, he has held leadership roles at New York Life Investment Management and Guggenheim. He also founded Ascend Consulting and helped launch and served as COO for an RIA that grew to nearly $1.5 billion in AUM. He then founded Imprint Wealth, scaling it to nearly $1 billion in assets before
merging with Concurrent Investment Advisors . An avid adventurer, he is preparing to climb the Seven Summits and aims to complete the six major marathons over the next decade. May 27
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With more than $8 billion in assets under advisement, Simon Quick can comfortably serve high net worth clients. And it's managed to get there without private equity.
May 27
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