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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After Cetera's parent closed the acquisition of the tax-focused wealth management firm last month, departing executives received significant bonuses.
December 15
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The new deduction rates apply to electric and hybrid vehicles, as well.
December 15
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The hottest topic in tech over the past 12 months had a major presence in the world of financial services.
December 15
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The Reverence Capital Partners-backed firm will add 1,450 financial advisors and $108 billion in client assets upon the expected close next year.
December 14
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The Fed's announcements sent a wave of optimism through the markets. How should financial advisors handle the excitement?
December 14
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The plaintiff in the class-action suit notes that returns at rival institutions rose when inflation started driving prices up last year. Her rates did not.
December 14
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Mona Shah, JD, MPH, is the senior director of policy and strategy at Community Catalyst, a national organization dedicated to building the power of people to create a health system rooted in race equity and health justice, and a society where health is a right for all.
December 14
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The ETF and mutual fund pie will change by early next year, but Cerulli finds ample additional slices that alter the larger picture.
December 14
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Alanna Abreu is a principal at
UHY . She has years of audit and advisory experience with a concentration in federal acquisition regulation and employee benefit plan audits. She specializes in multiple industries, including professional services, manufacturing, construction, and not-for-profit. She has extensive experience completing assessments for client internal controls, accounting systems, efficiency reviews and more. Her software experience includes Oracle NetSuite, Oracle, QuickBooks Desktop (Pro, Premier, Enterprise), QuickBooks Online (Plus, Advance for Contractors), Deltek Visions, Sage and PeopleSoft. She is a Certified Design Accountant and Oracle NetSuite Certified Financial User. She also holds Cybersecurity Advisory Services Certification and Cybersecurity Practical Application Certification.December 14
