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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Jennifer Fredericks is president of Women in Public Finance. Jennifer leads municipal bond and public finance discussions on fixed-income data and analytics provider, SOLVE.
August 20
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Workers are less satisfied with their job and looking for other opportunities.
August 20
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Christopher Joles is the chief credit risk officer at Planet Home Lending
August 20
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Between updated rules on cryptocurrencies from the Internal Revenue Service and Vice President Harris' growing electoral support, here are recent items most important to the financial planning industry.
August 20
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The guidance in Notice 2024-63 is for employers that want to employees' student loan payments.
August 20
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Brian Reilly is an employee benefits consultant at Corporate Synergies. Board Secretary for the Westchester Human Resource Management Association (WHRMA), Brian specializes in helping employers find solutions for complex healthcare concerns.
August 19
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Savvy Wealth CEO Ritik Malhotra said the tech-backed platform focuses on building tools not just for the advisor, but for every person helping them.
August 19
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The outcome of the November election is likely to have a significant effect on interest rates, tax cuts and deregulation — in turn affecting client portfolios.
August 19
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The deal marks the fourth purchase for CW Advisors since a private equity firm bought a majority stake in it last year.
August 19
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Vice President Kamala Harris and former President Donald Trump have laid out widely divergent plans for handling the sunset date for many parts of the TCJA.
August 19
