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 eight defendants in the federal investigation stand accused of making more than $100 million from manipulating stocks on social media.
December 14
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Christian Yantonro is Vice President of Account Management at Corporate Synergies.
December 14
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After helping to build up the largest IBD over more than a dozen years each with the firm, they've landed in recruiting and financial advisor support roles.
December 14
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The fintech founder wants to give advisors greater access to one of the simplest asset classes, and one of the most complicated.
December 14
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As Republicans threaten cuts to Social Security and Medicare, Assistant Secretary Ben Harris says reducing benefits would cause "undue suffering."
December 14
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If the program ultimately moves forward, tax professionals should know about the rules when advising their clients.
December 14
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Amber Setter is the chief enlightenment officer for Conscious Public Accountants, whose mission is to guide accountants back to their wholeness. She is a national expert on building coaching cultures within the accounting profession. Her professional experience includes serving as an internal and external coach, facilitating and coaching within leadership development experiences, and building a nationally recognized learning and development function. She holds a Masters in Leadership Studies from the University of San Diego and a Bachelors in Business Administration, Accounting from San Jose State University. She is a graduate of Accomplishment Coaching — an ICF accredited Coaches Training Program — and also completed their Advanced Leadership Program as a Mentor Coach. She is an inactive CPA and an ICF Professional Certified Coach, and was recognized by CalCPA as a Woman to Watch in the Experienced Leader Category.
December 13
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For financial planners working with digital assets, the key to staying on regulators' good side is to 'disclose, disclose, disclose.'
December 13
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Here's why unplugging from your devices during the upcoming holidays can help your career, and four other insights from Emma Seppälä, a happiness researcher at Yale.
December 13
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Experts say you don't have to buy in. But being able to skillfully navigate crypto conversations with clients can help you and your firm cash out.
December 13
