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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Stocks and bonds may start moving in opposite directions this year, after both tumbling and challenging the validity of the 60/40 portfolio.
January 4
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The Internal Revenue Service audited fewer taxpayers last year, according to a new report, although audits of millionaires ticked up slightly.
January 4
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On many unregulated cryptocurrency exchanges, wash sales may be highly inflating stated volume, according to a recent study.
January 4
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For the wealth management industry, 2022 was a historically difficult year. How will advisors bounce back in 2023?
January 4
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John Siegman is the co-founder of HazardHub, a property risk data company that was acquired by Guidewire in mid-2021. He is now a senior executive at Guidewire helping to lead the direction of the HazardHub solution and guiding P&C insurance clients in innovating their data integration into critical processes.
January 4
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Financial advisors are predicting a year of change in 2023 — just not the changes you might expect.
January 4
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At Future Proof 2022, the award-winning CFP shared her tips for aspiring wealth management professionals and her thoughts on breaking into the field.
January 3
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Surge Ventures will invest in software addressing the industry's "data hygiene challenge" and help founders navigate startup challenges.
January 3
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