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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How much is a garage space worth? After their parked car was destroyed on the street, one New York couple considers going to extremes.
April 5
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A new analysis of 110 years of state-level tax policies shows a migration of wealthy Americans to low-tax jurisdictions.
April 5
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Allianz Commercial Global Head of Marine Risk Consulting, Captain Rahul Khanna, sailed on oil tankers and bulk carriers for 14 years.
April 5
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The high court heard arguments in a case about a commonly used succession planning tool for closely held businesses that may affect advisors' clients.
April 5
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More than 60% of wealth managers know AI as ChatGPT, but hallucinations with big language applications have blocked them from using AI in finance predictions, a survey shows.
April 5
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Justin R. Heller, CFP, ChFC is the founder and president of Florida-based investment advisor
Heller Private Wealth .He works with clients including high-net-worth individuals and families, business owners and corporate executives, as well as professional athletes and coaches. Learn more at
hellerprivatewealth.com .April 5
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Authors add that the asset class can still be a welcome source of diversification for investors who can stomach the risk.
April 5
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Liza has been a commercial insurance broker for 22 years. She was recently promoted to regional sales leader, West Region for Foundation Risk Partners where she helps support growth initiatives and the deployment of value-added resources.
April 5
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Senate Republicans don't want to hand President Joe Biden an election-year victory on the legislation, which includes both child and business tax breaks, lawmakers and aides have said.
April 4
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The "magic number" Americans think they'll need for a comfortable retirement went way up this year — but their actual savings went down.
April 4
