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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Most borrowers use defined contribution plan loans for essential health and housing costs rather than discretionary spending, new EBRI research found. Still, many financial advisors remain skeptical of such loans.
December 16
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An industry lawyer warns that RIAs often don't do enough to delineate their responsibilities and shield themselves from liability when they add tax preparation to their service offerings.
December 16
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From crypto to private markets to AI and beyond, here are the investing trends and themes to watch in the new year.
December 16
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Founders Elissa Buie and Dave Yeske are leaving a legacy in the profession and at the firm under three successors taking over in 2026.
December 16
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Richard Bernstein, MBA, is a former IRS R&D engineer who counseled IRS engineering managers for over 17 years on how to think about high-risk R&D tax credits dealing with software. Having retired in 2004, he now is helping businesses compile and archive their substantiation in preparation for submitting their Form 6765, business component and Part G data. Reach him at
richb201@gmail.com .December 16
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With no guidance available, tax practitioners and their clients have to figure out how much risk they want to take.
December 16
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Charles Schwab CEO Rick Wurster, IRS CEO and Social Security Administration Commissioner Frank Bisignano and iCapital's Chief Investment Strategist Sonali Basak made the list — see who else did.
December 16
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Michael Rachesky is the regional vice president at Corporate Synergies, where he leads strategic initiatives focused on enhancing health plan performance and delivering innovative benefits solutions to employer groups across the mid-Atlantic region.
December 15
