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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Canada's second-largest bank plans to open 150 U.S. branches by 2027, targeting Florida, North Carolina, South Carolina and Georgia.
May 30
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More art than science, financial advisors can face difficulty in determining what constitutes a "substantially identical" security.
May 30
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How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry.
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Ever since Silicon Valley and Signature banks collapsed in March, a scramble began among regulators, politicians, bank executives and others to manage the fallout from this spring's banking crisis. Here are 10 predictions of what still lies ahead to be dealt with.
May 29
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Many Americans' troubled relationships with money stem from the country's racial history — with the atrocities in Oklahoma on two days in 1921 just one example of systematic theft.
May 29
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From paying for private school to worries about overfunding an account, here's how to help your clients get 529s right.
May 28
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If a client's time frame is zero to around 36 months, CDs and T-bills are attractive investments even without their current elevated returns.
May 26
Frontier Asset Management -
The finance giant's reorganization plan comes amid push to double advisor headcount by 2026.
May 25
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As he updated RBC shareholders on a disappointing quarter, CEO Dave McKay cited the U.S. banking crisis and gridlock over the debt ceiling.
May 25
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On Friday, June 2, millions of Americans are due a total of $25 billion worth of Social Security payments. And more than anything else, that may prove a decisive element in forcing an end to the partisan standoff over raising the federal debt limit.
May 25
