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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In the first half year of Inflation Reduction Act-funded enforcement, the Internal Revenue Service has recovered over $1.3 billion.
September 6
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This fringe benefit can take the weight off of the company's human resources department, allow employees to experience the benefits of financial planning and even allow advisors to prospect for new clients.
September 6
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With football season now underway, the Internal Revenue Service's Criminal Investigation unit is urging taxpayers to play by the rules when it comes to sports betting.
September 6
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Top executives at Advyzon, Kwanti, Softlab360 and The Oasis Group discuss how advisors should be careful not to jump into AI too quickly, despite being tech advocates themselves.
September 6
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Massachusetts regulators accused the wirehouse of not conducting proper oversight of stock sales made a First Republic executive shortly before the bank collapsed last year.
September 6
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Shahram Zarshenas is CEO and co-founder of Financial Cents, a practice management software built to help accounting firms track the status of client work, collaborate with their team, and get work done.
September 6
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The groups managing hundreds of millions are coming over from Merrill, Northwestern Mutual and Wells Fargo.
September 6
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Matheus Riolfi is the co-founder and CEO of Tint. Before this, he was the Director of International Expansion at Turo and launched the company in Canada, the UK, and Germany. He pioneered operations, including designing risk management in different company stages and sourcing insurance in various countries. He is a licensed insurance broker in all 50 US states, holds an MBA from Harvard Business School and a dual degree in business from the University of São Paulo and Kedge Business School.
September 6
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Sammy is the founder and CEO of YuLife, a tech-driven insurance company on a mission to inspire life by providing group insurance, wellbeing, and rewards in one simple app. He originally built Policy Portfolio plc, the first market maker in traded endowments and led the flotation of the company on the full London Stock Exchange. He then went on to become the founding CEO of PruProtect (now VitalityLife), which was the first life insurance company in the UK to reward healthy living. Sammy holds a degree in computer science from Imperial College London.
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