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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Two tax experts share the key strategies for financial planners and tax professionals to discuss with clients in the fourth quarter.
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Financial advisors and tax professionals working with entrepreneurs and potential startup investors should consider an often-overlooked exemption, experts say.
November 16
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While the vast majority of firms said they have branched into that area, the results suggest they may be missing part of the business opportunity.
November 16
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The second annual Women in Wealth Management Awards celebrated seven women for their achievements.
November 16
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Nepsis, a Minneapolis-based financial advisory and investment management firm, has acquired Sevenich, Butler, Gerlach, & Brazil, a tax, accounting and consulting firm in Saint Paul, Minnesota.
November 16
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The latest data shows inflation is continuing to cool. Which investments could benefit from the slowdown, and which ones could get burned?
November 15
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The Wall Street regulator shows strong interest in preventing relatively new forms of technology from being misused in ways that can harm investors.
November 15
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According to Cerulli Associates, technology is not only helping advisors become more efficient but also influencing decisions related to how and where they practice.
November 15
