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 new federal regulations will allow, but not require, 401(k) fiduciaries to take environmental, social and governance principles into account.
November 22
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With $4.4 billion in client assets, the regional institution's wealth program follows mega-recruits including M&T Bank, BMO Harris and others.
November 22
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Choreo's agreement to buy the wealth management arm of a major accounting firm reflects how CPAs and other tax pros have emerged as a key focus area.
November 22
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Christopher Hayden, CPA, CMA, CGMA is the managing partner of
Hayden Nelson & Yoder , a CPA firm based in Pennsylvania.November 22
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The agency aims to hire scores of auditors, but there's a nationwide shortage of accountants.
November 22
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These drinks won't generate alpha, but they may make the holidays a little more bearable.
November 21
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In her historic year, Kamila Elliott planted many seeds for improving diversity within, access to and awareness of the financial planning profession, but she says it has a long way to go.
November 21
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Many funds that are down double-digits this year will distribute capital gains to shareholders, with some as high as 40% or more of the net asset value of the portfolio.
November 21
