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 board granted Dimon a $1.5 million salary and $34.5 million of performance-based incentive compensation.
January 19
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After the SEC's decision, Americans can finally invest in a fund whose underlying asset is bitcoin. But should they?
January 18
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Dr. Jennifer Levin Carter is the founder and CEO of Medzown, and venture partner at Sandbox Industries.
January 18
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The broker-dealer group is questioning the Department of Labor's plans to replace a simpler rule adopted by the Trump Administration to determine when workers qualify as direct employees.
January 18
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Gary Gensler, chair of the Securities and Exchange Commission, said that any company going public had to be "full, fair and truthful" in their disclosures about their artificial intelligence's true capabilities.
January 18
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In only her fifth year in the profession, the former Facet advisor is starting at zero with gratitude toward her growing professional network and an intentional focus on fees.
January 18
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Stephen Dean, Co-Founder ofKeona Health , a health desk that makes omnichannel patient access fast and simple.January 18
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Expanding its wealth arm will be a "huge focus" of the megabank, according to its CEO.
January 18
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As tax-friendly as the rules are for HSA funds during an individual's lifetime, they can become much more punitive for funds left over after the original account owner dies.
January 18
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The IRS reviews all income tax brackets annually, making adjustments as necessary to balance for inflation.
January 18
