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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Greg Freeman is the founder and partner of
Wellington Wealth Strategies. He previously served as the founder and CEO of TrustWealth Strategies, which merged with the Wellington Group to form Wellington Wealth Strategies. Before founding TrustWealth, Greg solidified his reputation as a perennial Blue Chip and Top of Council producer for MassMutual. His experience includes a more than decade-long tenure as a partner and wealth advisor at WestPoint Financial Group.
December 27
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Joseph R. Matos is chief of communications, outreach & creative services for the Coalition Against Insurance Fraud.
December 27
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Katie Thomas, CPA, is the owner of
Leaders Online , which helps accounting and B2A (business to accounting) professionals increase their impact, influence and income through thought leadership and digital marketing.December 27
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The Internal Revenue Service has updated its frequently asked questions to offer more guidance on what kinds of components can be used in electric vehicles to qualify for tax credits.
December 27
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The RIA custody landscape isn't what it used to be. And Tony Stich, chief revenue officer at Entrustody, says that is great news for advisors.
December 27
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The wealth management industry continues efforts to confront long- standing diversity issues. But those putting in the work know there is a long way to go.
December 27
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Grayscale Investments, the cryptocurrency-trust manager vying for U.S. approval to convert the world's biggest bitcoin trust into an exchange-traded fund, says Silbert has resigned as its chairman. He heads a related company that is the subject of lawsuits by U.S. regulators.
December 26
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As wealth managers prepare for the new year, here are the kinds of solutions that are poised to run the table over the next 12 months.
December 26
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Technology helps financial advisors unlock much more value by being able to switch up clients' buckets of investments at any time throughout the year.
December 26
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Stephen P. Winterstein is a strategic partner of the communications firm Flat98 Strategies & Communications LLC. He is a former chief municipal strategist and managing director of research at Wilmington Trust Investment Advisors. Stephen holds an MBA from Lehigh University and bachelor's degree in economics from Millersville University.
December 26
