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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If successful, previously banned brokers might be free to "fleece your grandma" again, an expert warned.
September 17
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Advisors and industry experts say a historical perspective of the past and a long-ranging view of the future are key in this moment of change.
September 17
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Changes in the makeup of wealth will push the industry to work with more female clients — even if it isn't ready to do so, financial advisors and executives said.
September 17
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Between the coming sunset of the Tax Cuts and Jobs Act, the presidential election and a host of other factors, this is shaping up to be a tough year for advising clients.
September 17
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The Internal Revenue Service issued final regulations on consistent basis reporting between an estate and a person acquiring property from a decedent.
September 17
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Anastasia Su is a marketing specialist at Synder. As a content creator and Synder expert, she focuses on integrations between accounting software such as QuickBooks and Xero, and various payment platforms and online marketplaces, including Stripe, Shopify, and Amazon.
September 17
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Jim Rourke and Michael Liu will serve as co-heads of private client partnership development, linking Bank of America's investment bank, Merrill and the firm's private bank.
September 17
