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 federal scholarship tax credit is set to take effect on Jan. 1, 2027, with proposed regulations expected by the end of September.
July 6
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As AI becomes increasingly integrated into RIAs and the financial planning industry, here are what advisors said can never be replaced by technical advances.
July 6
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For financial advisors, the surge in new wealth highlights continued opportunity for those targeting prospects coming into sizable sums of money.
July 6
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Even though RIAs reached a record size in four important metrics, experts say equity values are masking weaknesses in their organic growth.
July 6
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Abhishek Lodha is a Director in the Public Finance team at Assured Guaranty, leading fintech strategy for the secondary markets team and pioneering initiatives at the intersection of secondary markets, credit, technology, and data. He has spent over a decade working across electronic trading, credit analytics, and the application of artificial intelligence in the public finance market. His experience spans fixed income, business development, and product development roles across both fintech startups and established financial institutions.
July 6
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It is important to be committed to the work you do, but according to these five advisors, going about your daily life can also result in landing clients.
July 3
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A strategic partnership between the wealth management platform and Callan Family Office aims to build better software for advisors working with complex clients.
July 2
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At Morningstar's conference last month, speakers from companies like Blackstone, BlackRock and PIMCO added helpful context to the recent headlines on risk and alternatives.
July 2
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A focus on alternative investments, low confidence in traditional stocks and bonds, and values-driven investing are at the forefront of millennials' wealth habits.
July 2
