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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Michael Abbott is the Banking & Capital Markets Industry Group lead at Accenture.
11h ago
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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.
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Relationship management systems are the traditional hub of financial advisors' technology stacks, but new AI tools may supplant them. Here's how advisors on the ground see it.
February 2
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NewEdge Advisor's recruiting win from Ameriprise is the third recent big win for the New Orleans-based company.
February 2
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William Lacy Clay Jr. is a senior policy advisor at Pillsbury Winthrop Shaw Pittman LLP. He represented Missouri's 1st Congressional District in the House of Representatives from 2001 to 2021. He served as the ranking member on the House Financial Services Subcommittee on Financial Institutions and Consumer Credit in the 115th Congress.
February 2
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With more than $12 trillion in assets, the company led by CEO Salim Ramji is pressing its advantages of scale in a rapidly consolidating, commodified industry.
February 2
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As more financial advisors near retirement without clear succession plans, some RIAs are turning to ESOPs and Section 1042 rollovers to exit on their own terms.
January 30
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Linda Friedman, who has made a career with Wall Street discrimination and harassment cases, is representing an ex-Citi executive in a bombshell lawsuit this week. Things didn't have to take this turn, she contends.
January 30
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Brian Beck is a founding partner, president and chief financial officer of
WMGNA LLC , a Tax-Out Financial Solutions firm that employs a tax-centric approach to integrated wealth planning.January 30
