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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Crypto and ESG were supposed to transform the finance industry. At the end of 2022, they still hadn't — and prospects look even worse for 2023.
January 5
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A new entity called Binah Capital is expected to be listed on the NYSE in the second quarter, despite headwinds for stocks and the waning use of SPACs.
January 5
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Behind the broker-dealer regulator's proposed changes to its system for resolving disputes lies a lawyer's long-simmering feud.
January 5
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The new year brings a new tax season and the opportunity to advise clients on ways to save money on their taxes.
January 5
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Before it collapsed, the disgraced crypto exchange had its sights on a new target: retirement accounts.
January 5
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The crypto tax environment, new crypto reporting requirements and a recently launched crypto education resource are among the latest developments in digital assets.
January 5
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Allowing for "give" to cover future imponderables protects donors and beneficiaries alike, writes a trusts and estates attorney.
January 4
Kirkland & Ellis -
In a decision that left out the details of alleged discrimination and tensions within the firm, a FINRA arbitration panel granted the broker's expungement request.
January 4
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David Handler is a partner in the Trusts and Estates Practice Group of Kirkland & Ellis LLP. He concentrates his practice on trust and estate planning and administration, representing owners of closely held businesses, family offices, principals of private equity and venture capital funds, individuals and families of significant wealth.
January 4
