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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Rafael Loureiro is the co-founder and CEO ofWealth.com , a next-gen estate planning platform for financial advisors.Before founding Wealth.com, he was CTO at Emailage, a global fraud prevention SaaS startup acquired by LexisNexis Risk Solutions.
January 9
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In a case with industry-wide implications, PKS Investments argues that a Utah couple cannot pursue damages against the brokerage through FINRA arbitration.
January 9
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Study finds that the two large investing firms tend to not support shareholder proposals meant to combat climate change.
January 9
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From estate, gift and trust work to Social Security maximization and charitable planning, there are a host of offerings firms can work on once the tax return is finished.
January 9
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The state that imposes the most on residents has an individual income tax burden of 4.72%.
January 9
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The retirement legislation has several new provisions that tackle student loan debt, emergency savings and retirement benefits for small businesses.
January 9
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Asking the right questions early on can help a planner identify gaps in an emerging estate plan and uncover opportunities for clients down the road.
January 9
LJW Wealth Management of Raymond James -
Winning multi-millionaire clients looks different today for advisors — here's what's changed, a Cerulli study reports.
January 9
