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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Rising wealthtech platform FP Alpha is automating its AI to read more complex documents for advisors and analyzing them in ways to better prepare for major events, like tax breaks expiring in 2025.
September 9
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RIAs including Abacus Planning Group, Beta Wealth Group, Integrated Advisors Network were accused of violations ranging from making unsubstantiated statements to claiming membership in nonexistent organizations.
September 9
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Lawyers allege the 92-year-old victim's daughter begged Schwab to freeze her mother's account, but to no avail.
September 9
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The partner and director of sustainable investing at Earth Equity Advisors says meeting two influential people in his life led him to a career in socially responsible investing.
September 9
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The handoff of a company carries important tax implications alongside a plethora of succession challenges. Here's what financial advisors need to talk about with clients.
September 9
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Unlike the U.S., where the federal government can offer tax breaks, EU taxation rests with member states, leaving the bloc to work largely through loans and grants.
September 9
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The proposal seeks to mirror similar funds used by Norway, Kuwait and Abu Dhabi to support national interests in technology, energy and other industries.
September 9
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Javier de la Torre is Founder and Chief Strategy Officer at CARTO. One of the pioneers of location intelligence, Javier founded the company in 2012 with a vision to democratize data analysis and visualization. Under his leadership, CARTO has grown from a groundbreaking idea into one of the fastest-growing geospatial companies in the world.
CARTO empowers organizations to harness the power of spatial data for everything from network planning to portfolio risk management. As a truly cloud-native geospatial platform, CARTO ensures all data processing and visualization occur within your existing cloud data warehouse, boosting both security and performance.
Javier started his career as a conservation scientist, applying data-sharing technologies to analyze and visualize endangered species. In 2007, he founded Vizzuality, a renowned geospatial company dedicated to bridging the gap between science and policymaking by the better use of data.
September 9
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In the first half year of Inflation Reduction Act-funded enforcement, the Internal Revenue Service has recovered over $1.3 billion.
September 6
