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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The median white family reaches retirement with $188,200 saved, compared to $36,000 for Hispanics, and just $25,000 for Blacks.
May 2
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Dawn Moser is a writer at Avalara. She loves learning random facts about history, society, science, and art and secretly finds taxes fascinating.
May 1
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The IRS's $80 billion in new funding means more scrutiny of higher earners.
May 1
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Although First Republic advisors appear relieved by the restoration of stability in coming under the megabank's umbrella, looming culture clashes could bring more attrition — from both the incoming advisors, and those they're joining.
May 1
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Jimmie Lenz is the director of the Master of Engineering programs Fintech and Cybersecurity at Duke University's Pratt School of Engineering.
May 1
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The support firm for RIAs sees opportunities to position itself between buyers and sellers of firms.
May 1
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In today's interconnected economy, is there any way to hedge your bets? The experts weigh in.
May 1
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The deal marks the second this year for the multi-family office, which picked up a new private equity infusion two months ago.
May 1
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Chloe Fischetti is an associate with the law firm
BakerHostetler whose practice concentrates on complex white collar and securities litigation matters. Her experience includes litigation matters involved in BakerHostetler's role as counsel to Trustee Irving H. Picard for the SIPA liquidation of Bernard L. Madoff Investment Securities LLC and the internal corporate investigation of a Fortune 50 company.May 1
