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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This panel of financial professionals will: Help you understand the available tax and estate planning options; Advise you as to how to speak to clients about how their digital assets play into their wider current tax planning, and ultimately estate planning, goals.
February 3
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Our moderator will lead a panel of enforcement opinion leaders offering their thoughts as to next steps: The current state of legislation; An explanation of the new framework; The risks that worry officials the most, and what it means for advisors working with cryptocurrency; Where oversight is going, and in what areas?
February 3
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Come hear the Editor-in-Chief of Financial Planning, Brian Wallheimer, lead a discussion as to: Take-aways from this conference; What to expect in the world of Cryptocurrency for 2023.
February 3
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The venture capital pro and digital artist explains why personal experience is a powerful ally in the world of financial services.
February 3
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Moe Sayadi , a solution architect and CEO atDjuno , a company that develops AI technology that helps businesses optimize their cloud IT infrastructure for better performance and lower cost.February 3
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An arbitration panel has found Raymond James and its independent broker Kent Jackson Rhoades liable for nearly $20 million in an unfair competition case.
February 3
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The largest independent broker-dealer is also "on a journey" to reach more high net worth clients through new tools under development, CEO Dan Arnold said.
February 3
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PIABA president talks about why getting online records erased is easier than many advisors think and why more barriers should be put up.
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Dr. Clifford Rossi is a professor at University of Maryland Robert H. Smith School of Business.
February 3
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