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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President Joe Biden's budget proposal — which calls for sweeping tax increases on corporations and the wealthy — is the opening round of a looming tax fight.
March 11
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Election year, pending tax legislation and a convergence of the wealth management and tax industries are shaping advisors' approaches to filing season.
March 11
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Karl is a Partner leading the US Insurance Practice team at Artefact. Karl has a passion for the power of data, technology & AI to shape the future of Insurance. With 20+ years of Insurance data, technology, and operations experience, he has worked extensively with industry leaders to scale AI, customer experience, digital and automation for the world's largest financial services organizations. His professional experience ranges across brokerage, wholesaling, management consulting, and executive leadership, offering clients a unique level of experience-led insight. Karl is also an author and industry speaker - sharing insights on the trends that shape digital transformation, analytics innovation, and leading-edge customer experiences.
March 9
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Single women are poised to gain trillions of dollars in wealth by the end of the decade. Here's what financial advisors need to know about working with them.
March 8
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A pair of former wealth managers contend they were yelled at and suffered other retribution after raising concerns about sharing clients' information without their knowledge.
March 8
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Five experts shared insights on why Gen Zers defy stereotypes as the most recent data from the Fed displays their burgeoning net worth.
March 8
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Advisors must be attuned to the emotional factors at play, since no two clients have the same relationship with money.
March 8
Arrowroot Family Office -
The Fed reports that net worth increased by $11.6 trillion from 2022, or 8%, to $156.2 trillion.
March 8
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Roch Monnig, CFP, is a wealth advisor at Burney Wealth Management, one of the first registered investment advisor firms in Virginia, which encompasses a range of services including financial planning, investment management, tax planning, estate planning and retirement planning.
Monnig earned his bachelor's degree from the University of Tennessee, Knoxville in 2016 and became a certified financial planner in 2018.
March 8
