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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The figure would mark a 73% jump from the current $5.5 trillion controlled by people represented by family offices, according to the report.
September 4
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Northern adventures are all the rage, but wealthy clients planning to take these high-cost trips need insurance coverage that meets specific contingencies.
September 4
HUB International -
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The move is the latest salvo in an escalating tax policy duel between Harris and Trump, with high stakes for the American economy.
September 3
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AssetLink is using AI and machine learning to better analyze data on clients and match them with the right advisors.
September 3
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How do financial advisors work with elder law attorneys or aging life care managers to support your clients?
September 3
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A big August will be followed by the uncertainty of the Fed's actions, a presidential election and other factors.
September 3
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The Internal Revenue Service is ramping up its scrutiny of large partnerships, leveraging increased funding under the Inflation Reduction Act of 2022.
September 3
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Tax professionals are calling for changes to the proposal, even though they welcome clarifications they have been waiting on for decades.
September 3
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Lawyers note the kinds of grievances the firm allegedly withheld are what potential clients look at when choosing advisors.
September 3
