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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Touted as crypto's big breakthrough on Wall Street, the imminent arrival of Bitcoin ETFs may open digital-currency investing to the institutional and retail masses.
November 21
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The annual IRS announcement could affect certain clients seeking to avoid bumping up against higher rates when they file their federal income taxes.
November 21
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Among other things, they may unintentionally snare mutual funds, an expert testifies.
November 21
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Alaina Bird, an associate in Glaser Weil's litigation practice group, focuses her practice on commercial litigation, with an emphasis on securities litigation and class actions.
November 21
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Elizabeth Sperling, a financial services litigation partner and Glaser Weil's co-office managing partner in San Diego, represents financial institutions in class actions and defends against FCRA lawsuits, business torts, unfair business practices and related consumer protection actions.
November 21
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Jeff Heine is the Chief Revenue Officer at Betterview. In his career, Heine has demonstrated strategic leadership within notable Hi-Tech corporations, with previous tenures at Groundspeed Analytics, Adsesnsa (now Coupa), Guidewire Software, and CCC Information Services.
November 21
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The service will postpone the lower threshold, but will phase in a threshold of $5,000 for tax year 2024.
November 21
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The departure follows on the arrival of Andy Sieg and comes amid a global overhaul at the wirehouse.
November 21
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A female Citigroup Inc. equities managing director sued the bank, alleging that she endured "horrifying" sexual assault and harassment by superiors
November 21
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The data analytics company ranked the biggest names in wealth management on how well their apps and websites accommodate clients.
November 21
