In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.
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Raymond James tapped industry veteran Mark Buchanan to lead a new ESOP advisory group focused on tax-advantaged succession strategies.
3h ago
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Internal succession planning is messier but aligns with a true fiduciary firm's core values, argues Neela Hummel of Abacus Wealth.
4h ago
Abacus Wealth Partners -
Karthik Sankara Narayanan is head of payments engineering at Entrata.
4h ago
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The language that financial advisors use in their first interactions with prospective customers could make or break the relationship, according to an expert.
4h ago
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Amol Dalvi is vice president of product at
Nerdio . With more than 15 years of experience leading product and engineering teams, he is a seasoned software product executive with rich expertise in Microsoft, cloud and SaaS. He oversees both Nerdio Manager for MSP and Nerdio Manager for Enterprise products.5h ago
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The SEC's decision marks a startling reversal from the full-court press it had mounted against Commonwealth Financial Network in 2019 over alleged failures to disclose conflicts of interest in its brokers' mutual fund recommendations.
7h ago
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In a Q&A interview, Christine Brown explained her plans for the role leading a team of a half dozen specialists assisting Kestra financial advisors.
9h ago
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Artificial intelligence tops the investment priority list for family offices globally, a survey from JPMorgan's private bank shows, though allocations lag and remain concentrated in public equities.
9h ago
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Michael Abbott is the Banking & Capital Markets Industry Group lead at Accenture.
February 2
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Michael Abbott founded Composite Software in 2001 and drives the technical vision of the company at the CTO. Prior to founding Composite, he was CTO and EVP of Electron Economy, a supply chain software company named to Upside's list of Top 100 companies of 2001. He has published widely and speaks regularly on database and XML topics and participates in a JSR Expert Group, is on the XML Query Working Group at the W3C, has served the President of the Silicon Valley BEA Users Group and was the founder/chair of the XML Sig for the Software Development Forum for the past three years.
February 2
