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.
-
Financial advisors who want to serve groups historically denied access to wealth-building need a different approach, according to experts at an industry diversity summit.
November 16
-
Firm CEO sees benefits in acquisitions rather than recruiting, in part because they allow for "client continuity."
November 16
-
The wealthtech firm joins forces with Empower to launch a new 401(k) solution for advisors called Envestnet Retire Complete.
November 16
-
The ultra-wealthy are using DAFs and private foundations to avoid taxes and exert influence, at the expense of ordinary taxpayers.
November 16
-
-
Financial professionals using FMG will gain access to materials in the Bento Collection, enabling them to proactively advise clients and prospects during the "moments that matter."
November 16 -
John McGowan is the founder and CEO of
HubSync , a SaaS company with a next-generation tax and accounting automation platform created with the goal of changing how professionals work and how clients interact with CPA firms. He has over 25 years of experience driving technology innovation and investment at Deloitte and KPMG, where he served as a partner-in-charge of tax technology and global chief information officer, respectively. He holds a BSBA and a Master of Accounting from the University of North Carolina at Chapel Hill.November 16
-
Thanks to the lower threshold, the service expects to receive about 44 million 1099-Ks in 2024, up from about 14 million.
November 16
-
The partnership provides tru's community of independent advisors with a unique offering to add private investments into client portfolios.
November 16 -
Shann M. Chaudhry, Esq. is the principal attorney and managing member at Shann M. Chaudhry, Attorney at Law, PLLC, based out of San Antonio, Texas.
He helps his clients solve complex matters related to real estate, elder law, estate planning and asset protection. Chaudhry's experience and knowledge have made him a nationally featured media source for Forbes, CNBC and U.S. News & World Report, among others.
November 16
