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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Planners who recommend the increasingly popular charitable vehicles could face penalties for what's currently a pretty common practice in the industry, experts say.
February 26
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The lowest-ranked states have property and unemployment insurance taxes like every state, but significantly they also have complex, non-neutral taxes with comparatively high rates.
February 26
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James Dougherty, CPA, CGMA, is a partner at JLK Rosenberger in Addison, Texas.
February 26
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Almost all retirees had regrets about how they planned for life after work. Is it possible to ever be prepared?
February 26
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From baby boomers to Generation Z, Americans have a wide range of advantages and disadvantages when it comes to saving for retirement. Here's how they compare.
February 26
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Clients across generations have different expectations of their financial advisors. Here's how everyone wins.
February 26
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The 20% deduction for the qualified income of pass-through entities has strong supporters and critics. Here's how tax experts say it could play out if made permanent.
February 23
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The firm's big tech investments and history working with banks attracted Wintrust, the CEO of its wealth division told FP.
February 23
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What if you viewed busy season as an opportunity to make continuous improvement?
February 23
L&H CPAs and Advisors -
Avantax, Osaic and Mariner deals demonstrate M&A impact on compensation and an interest in territorial expansion.
February 23
