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.
-
A bipartisan bill awaiting a Senate vote aims to reduce tax burdens for financial fraud victims by restoring an expanded personal casualty loss deduction.
September 16
-
-
Taxes can erode portfolio value in ways that add up over time. Explore five active investment strategies that can reduce capital gains tax impacts for clients.
September 16
-
Deals can falter when firm owners misjudge what it costs to replace themselves.
September 16
Ledger Labs -
Merrill and Morgan Stanley executives' recent statements on recruiting seem to reveal starkly different approaches. But industry recruiters say they are just masking similarities.
September 16
-
A new study based on a survey of more than 500 advisory practices by The Kitces Report sheds light on how the fastest-growing firms are spending their marketing dollars.
September 15
-
Advisors on what to ask, who to call in and when it's finally safe to tell a client: you can afford it.
September 15
-
The largest private foundations are just barely exceeding the 5% statutory threshold for charitable donations, according to a new report.
September 15
-
Advisors discussed how they guide clients through the competing priorities of saving for their own retirements versus their children's college educations.
September 15
-
Kevin Stiroh is a former senior advisor at the Federal Reserve Board, where he co-chaired the Basel Committee on Banking Supervision's Task Force on Climate-Related Financial Risks. He is currently a senior fellow at Resources for the Future and an advisor at Ceres.
September 15
