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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Many wealth managers are spending hundreds of thousands of dollars on AI vendors to create better efficiencies. But measuring results with new tech is a challenge.
April 8
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The Securities and Exchange Commission has temporarily stayed its climate-related disclosure rule amid a rash of lawsuits.
April 8
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Lack of information and transparency — as well as lack of a true economic stress test — give the IMF pause over the rapidly growing investments.
April 8
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The potential expiration of the Tax Cuts and Jobs Act leaves planners and their clients in limbo, but several strategies are in play today, experts said.
April 8
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The top five states have an average effective real-estate tax rate of 2.02%
April 8
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Nationwide found that women struggle to understand what to do with their savings once they hit retirement.
April 8
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They can be a more tax-effective way to save for retirement than an IRA for those who are able to max out contributions and pay for medical expenses with other funds.
April 8
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Wirehouses are struggling to manage complex compensation plans and retain their employees, among other issues they face.
April 8
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The company has long been criticized for its lagging financial performance and its complexity. CEO Jane Fraser is pushing through Citigroup's most recent transformation plan, but will she succeed where her predecessors have failed?
April 7
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The broker-dealer watchdog is putting the industry on notice about the latest scheme attempting to extract client information.
April 5
