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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Negotiating with hospitals, investing in HSAs early, and having a plan for emergencies are all ways experts said advisors can help clients navigate the complicated health care landscape when clients are in debt.
July 1
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From hedge funds to wealth managers, Wall Street has embraced artificial intelligence in search of an investing edge. Researchers are now asking what happens when more investors turn to similar AI models to find one: buying the same stocks, reacting to the same headlines, and sometimes making the same mistakes.
July 1
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Clients can maximize profits by paying the tax bill outside of the conversion — and more reminders for advisors before they guide clients through Roth conversions.
June 30
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Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current level of specialization.
June 30
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Ugur Koyluoglu is vice chair of Oliver Wyman's banking and financial services practice in the Americas.
June 30
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Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.
June 30
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Harsh Behl is VP of Product, Digital Forensics at Exterro. Harsh brings a wealth of experience, knowledge, and technical skill sets, steering the vision and execution of our market-leading Digital Forensics and Incident Response (DFIR) technologies. Harsh has been instrumental in bringing to market the industry's latest innovations, including FTK Central and FTK advancements, which are set to change the shape of digital forensics as we know it.
June 30
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Sam Leon, CPA is the founder of The Millennial CPA, a digital tax practice based out of Richmond, VA. Sam is also building client engagement intelligence software for tax and accounting firms. Connect:
https://www.linkedin.com/in/samuelaaronleon/ June 30
