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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A short window won't necessarily stop lawmakers from proposing or introducing new legislation, though — if only to position themselves ahead of next November's election.
November 27
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ESG fund managers who turned to big tech as a low-carbon, high-return bet are growing increasingly anxious over the sector's experimentation with artificial intelligence.
November 27
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The six states with the lowest real-estate taxes have an average rate of 0.48%.
November 27
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Peruse the lists that put wealth management in perspective, from our top 40 young brokers to the largest IBDs and RIAs in the country.
November 27
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The key questions revolve around allocation, entity structure, planning strategies and a range of other issues requiring professional help, according to five experts.
November 24
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While the "retirement security rule" comprises the main part of the potential regulation, other shifts in existing standards will affect financial advisors as well.
November 22
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Brian Johnson is a managing director with Patomak Global Partners. He is a former deputy director of the Consumer Financial Protection Bureau.
November 22
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Jeb Hensarling is a former chairman of the House Financial Services Committee (2013-2019) and an advisory council member to Americans for Prosperity.
November 22
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Saperstein, who oversees both wealth and investment management for Morgan Stanley, plans to continue working throughout his treatment schedule.
November 22
