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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Chris Denver is a director at
Stout . He has over 20 years of experience assisting domestic and international publicly traded and privately held companies with complex accounting and financial reporting issues, such as debt and equity issuances, share-based payment arrangements, purchase accounting, revenue recognition, earnings per share, and the adoption of new accounting standards.November 2
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Competition for the business of family offices is heating up. From fine art to compliance, here's what some of their needs look like today.
November 1
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Dillon Clair is the director of state advocacy and litigation at the ERISA Industry Committee.
November 1
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Legal experts think these challenges to the agency's constitutionality, virtually unthinkable a decade ago, now have a chance of success.
November 1
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J.D. Power ranked 16 annuities in terms of customer satisfaction. Here are the winners and losers.
November 1
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Taxpayers will now have through Jan. 10, 2025, to fix a refund claim.
November 1
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President of Advice and Wealth Management Greg Cornick unveiled lower advisory expenses in front of a record number of attendees at the firm's conference.
November 1
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The service issued its annual adjustments for retirement plans, with some reflecting changes in the SECURE 2.0 Act.
November 1
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Tim Collins is the president of Carbon Fund Advisors, the fund sponsor of the Carbon Strategy ETF, an actively managed ETF that provides exposure to global compliance carbon markets.
He has more than 20 years of experience working in the ETF space and broader financial markets, having established and managed numerous trading and market-making operations in the U.S. and Europe.
November 1
