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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Stacy E. Dow is the national leader of financial consulting at
RSM US LLP . She has over 25 years of experience providing audit, tax and financial advisory services. She has extensive experience with liquidity events and works closely with the management of middle market companies to assess internal controls and to assist with financial reporting needs. She supports both public and private companies in supporting their finance organizations to help solve technical challenges as well as identifying practical strategies for process improvements throughout the organization.February 17
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Henri de Combles de Nayves is a partner in McKinsey’s Paris office. He serves insurance and financial services clients on issues of strategy, operations and organizational design.
February 17
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The firm was also cited for not preserving certain advertisements
February 16
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Lawmakers want annuities in Americans’ retirement plans in reintroduced legislation.
February 16
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The partnerships are a big win for the rapidly growing wealthtech.
February 16
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The “Metrics That Matter” report is a compilation of five articles written by industry pros and academics covering best practices when incorporating metrics into DEI work.
February 16
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Citigroup said it exceeded targets it set to increase the percentage of women and Black executives among its ranks.
February 16
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The Synergy RIA Compliance Solutions founder shares how advisory practices can handle the most important regulatory tasks when going independent.
February 16
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From Russian oligarchs to industrial tycoons, Monaco is a rich hunting ground for the Wall Street bank
February 16
