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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For several years after the breakdown of a deal to sell a practice for $3.6 million, the parties have been accusing each other of violating the terms.
November 21
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From an experienced CEO to a new trading assistant, the finance planning industry is filled with an array of insightful career journeys.
November 21
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As basic necessities get more expensive, some Americans are treating stocks as a luxury they can't afford.
November 21
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Thanks to the Affordable Care Act, single, non-dependent children are able to fund their own HSAs with the full family maximum contribution limit.
November 21
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Jared Winkers graduated from the University of Northern Iowa in 2021 at the age of 19 and later that year became the youngest person ever to pass the CFP exam. He has had a passion for finance and planning since high school, when he first started investing and doing his own taxes. All aspects of financial planning are incredibly interesting to him, but his focus is on helping middle-market business owners manage their personal and estate taxes, retain key employees, and transition into retirement.
November 21 -
Ashley Tozo leads the flood practice at Insurance Office of America. Ashley has spent her professional career underwriting, producing, marketing, and servicing flood. Her depth of knowledge and breadth in handling this product has positioned her exceptionally well to assist IOA with confidently navigating the often-obscure nuances and complexities of FEMA and private flood insurance.
November 21
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Moves by cryptocurrency exchanges to reassure markets about their stability are having little effect on jittery users, who keep pulling funds from the venues.
November 21
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Paula Grieco is a senior vice president at Commonwealth, a national nonprofit building financial security and opportunity for financially vulnerable people through innovation and partnerships.
November 20
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Adam Kacenjar is chief of staff at HealthEdge GuidingCare, connecting GuidingCare's executive leadership into the broader HealthEdge organization. He collaborates to drive strategic decisions and high-impact projects. Dedicated to enabling world-class care with technology, Adam has nearly 20 years of experience, from the patient bedside to enterprise-scale population health. Adam is also the owner of the CareManager business unit, where he oversees engineering and sponsors both integration and implementation projects, broadening the GuidingCare client base and interoperability inside the HealthEdge ecosystem.
November 20
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The new employee model, appealing to high net worth advisors, is a step in the independent broker-dealer king's plans to scale up to ultra-high net worth clients.
November 18
