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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Advisors and experts say finding the right rare currency to invest in can add diversification to a portfolio. But scams are rampant, so buyers should beware.
November 17
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The implications to taxes, hiring and the very legacy of a financial advisor's career demand much more formal documentation than most RIAs have undertaken, experts say.
November 17
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Joseph Cecere is a director in
Eisner Advisory Group 's forensic, litigation and valuation services practice. With nearly 20 years of experience in public accounting, he specializes in estate and gift tax valuations for general partners in private equity and venture capital funds and performs business valuation and forensic accounting calculations in commercial and matrimonial disputes. He has collaborated with firms across diverse industries, including distribution, manufacturing, intellectual property licensing, medical devices, pharmaceuticals, service industries, logistics, financial and technology sectors.November 17
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Hubert Klein is a partner and practice leader for the financial advisory services group in
Eisner Advisory Group 's New Jersey location. With nearly 40 years of experience, he is frequently called upon as a technical resource in various litigation actions. He has consulted and provided services in matters including complex damages, business valuations, due diligence analysis, fraud and forensic investigations, lost profit calculations, shareholder disputes, reasonable compensation and benefits analysis, insurance claims analysis, bankruptcy and matrimonial proceedings.November 17
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Daniele D'Alvia is deputy director of the Institute of Banking and Finance Law at the Centre for Commercial Law Studies at Queen Mary University of London. He is also an associate researcher at the European Banking Institute.
November 17
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The Munster Freeman Group will add to Wells Fargo's offerings for wealthy and ultrawealthy clients with offices in the Los Angeles area, Arizona and Colorado.
November 17
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Nich Tremper is a senior economist at Gusto, researching entrepreneurship and the small-business life cycle in the modern economy. He has worked in research offices in the federal government and financial service industries, studying small-business outcomes and their roles in local economies. He holds a Master's degree from the University of Minnesota, where he researched local government business expansion efforts, and he currently lives in Winston-Salem, N.C.
November 17
