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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A congressional hearing takes aim at an estate planning strategy that relies on the step-up in basis.
April 2
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Matthew Edwards changed his firm for the first time in his 25-year career when he launched an independent advisory firm under a new brokerage, RIA and custodian.
April 2
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Financial advice is a crowded field. Experts share techniques to find new clients and distinguish your business.
April 1
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More than the wars in Ukraine and Israel and a plethora of other problems, financial advisors worry about the country's ability to pay its bills.
April 1
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The team builds momentum for the firm's recruiting efforts in the West.
April 1
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The agency has indicted almost 800 people for COVID fraud, and has a 98.5% conviction rate.
April 1
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Reporting requirements and asset location could loom large for clients seeking greater yield and diversification without thinking through payments to Uncle Sam.
April 1
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Itamar Romanini is vice president and general manager of HSA Store and a long-time leader and innovator in consumer-directed healthcare and HSAs. HSA Store is part of the Health-E Commerce family of brands, which also includes FSA Store, WellDeservedHealth and Caring Mill.
April 1
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Cash is flooding into actively managed developing nation funds, which many investors suspect are undervalued.
April 1
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Adam Lean is the CEO and co-founder of
The CFO Project , a training company that trains accountants, bookkeepers, CPAs and Enrolled Agents to offer an outsourced CFO/advisory service.March 31
