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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Jeff Haskett is CEO and co-founder of
Clarus R+D , a technology company that enables businesses to unlock the value of R&D tax credits for innovation and growth.December 10
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Kevin Dehner is EY Americas sustainability tax deputy leader. Based in Cincinnati, he recently returned to EY as a leader in the national sustainability tax practice with more than 23 years of diverse technical and client service experience including eight years as an external auditor and 15 years as tax practitioner working with audit and non-audit clients on public and private company external audits, complex tax accounting and reporting, restatements, tax processes and controls remediation, transaction-related tax matters, and international, federal and state local tax planning. He was previously a shareholder at Clark Schaeffer Hackett and an adjunct professor at the University of Cincinnati, where he developed and taught coursework on business ethics and sustainability.
December 10
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Vishal Jain is the vice president of wellness strategy and development at Prudential.
December 10
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Advisors and researchers have spent years analyzing the connection between how clients’ wellness affects portfolio decisions. Here’s how far they’ve come, and why learning more is crucial.
December 10
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Advisors must grasp the nuances of cryptocurrency products to explain them to clients in layperson’s terms.
December 9
Harbor Capital Advisors -
The ruling may offer hope for Gwen Campbell, who alleges that JPM’s private bank is “poaching” and “siphoning” her celebrity clients’ assets away from her management and paycheck.
December 9
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Increasing regulatory complexity and cost pressure is driving the latest trend in tech investing.
December 9
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Schwab Advisor Services says many advisory firms have yet to deploy some documented best practices to boost their business.
December 9
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Steve Cook, Managing Director and Head of ETFs for Harbor Capital Advisors, led Harbor’s entrance in the ETF marketplace and oversees the firm’s development and launch of ETFs. Throughout his career he has worked on the successful launch of thousands of ETFs around the world, including the Nasdaq 100 QQQ fund in the late 1990s.
December 9
