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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State supreme court rulings granting frozen embryos the same legal status as children will have major impacts on financial planning, writes an expert on estate planning and tax law.
April 30
American College of Financial Services -
Taxpayers and clients have scads of wrong ideas about taxes — and they have even more wacky notions about tax refunds.
April 30
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Signature Estate & Investment Advisors will accelerate its plan to reach $50 billion in client assets by 2027 by acquiring a Cleveland-based enterprise with 21 advisors.
April 30
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New financial planning questions on the accounting exam could attract more young people and encourage current practitioners to explore the burgeoning ties between the fields.
April 30
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Our continued look at compensation for advisors at different revenue levels considers pay for $600,000-a-year producers.
April 30
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Research shows wealth managers have much greater confidence in the new technology than their clients. Here's how to shrink the gap.
April 29
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A lover of Tesla and AI technology, Orion's Brian McLaughlin warns that for most, it's still too early to trust AI to make financial predictions.
April 29
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David R. Eichenthal, Senior Advisor for Policy Implementation and Delivery, U.S. Department of Treasury/U.S. Digital Service
April 29 -
Laurel Blatchford, Chief Implementation Officer for IRA, U.S. Treasury Department
April 29
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Wireshouses continue to put the squeeze on advisors at the lower end of the revenue-generation scale.
April 29
