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 new Cerulli report finds that advisors who outsource investment management spend more time in direct dealings with clients.
November 24
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In Notice 2025-69, the IRS and the Treasury offer clarifications and examples of how to claim the One Big Beautiful Bill Act deductions.
November 24
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Rising Part B costs will absorb much of Social Security's 2026 cost-of-living adjustment — leaving less room in retirees' budgets.
November 24
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Wells Fargo had argued that FINRA arbitration was the correct forum for a complaint brough by an ex-employing alleging the firm had used false interviews to boost its diversity credentials. Now the whistleblower will have his day in court.
November 24
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Experts say RIA owners often resist making themselves replaceable. But they'll have to choose between an internal or external deal someday.
November 24
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From time-tested appetizers to secret family mains, join us for an eight-course extravaganza — a menu exchange from wealth management names you know and love.
November 24
