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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FINMA, the Swiss Financial Market Supervisory Authority, is tightening its scrutiny following the collapse of Credit Suisse last year.
July 30
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The first phase of FINRA's pilot program for continuing remote branch inspections drew the most interest from firms with 500 representatives or more.
July 29
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Before he became a Republican vice presidential candidate, and shortly after he published "Hillbilly Elegy," JD Vance worked for five years in venture capital.
July 29
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Unsurprisingly, six of the top 10 costliest destinations are in California.
July 29
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As a growing area of expense, the impact to budgets and financial plans merits a discussion, according to experts. Here's a mini guide to the key considerations.
July 29
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As a managing director within Citi Investment Management, a division that sits within wealth, White is playing an integral part in reshaping that line of business.
July 29
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New alternative investment platform JKBX has attracted thousands of retail investors purchasing the streaming rights to hit songs from Beyoncé, Taylor Swift and more — here's what it might mean for the alts space.
July 26
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Double-dipping on wage claims and saying masks disrupted operations are just two new hallmarks of bad Employee Retention Credit claims.
July 26
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Rochelle Hodes is a principal in the Washington National Tax Office at Crowe. She has over 29 years of experience providing tax controversy and tax policy services.
July 26
