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 founder will hand the reins to former LPL executive Burt White as part of an immediate transition to chairman.
April 9
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The Internal Revenue Service urged tax professionals to steer clear of so-called "spearphishing" scams from cybercriminals, including identity thieves posing as new clients.
April 9
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In an effort to "stop the woke corporate agenda," West Virginia's treasurer added Citigroup, TD Bank, Northern Trust and HSBC to a list of firms banned from providing banking services to the state.
April 9
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With the proper preparation and support, student-athletes can turn NIL opportunities into stepping stones for lasting success and financial well-being.
April 9
Heller Private Wealth -
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
