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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Douglas G. Schultz is a partner in the tax practice atBPM , where he provides tax consultation services emphasizing tax planning for closely held businesses and private clients.July 14
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Sarah A. Lynn is a partner in the advisory practice atBPM , one of the 50 largest public accounting and advisory firms in the country, and the partner-in-charge of its IT security advisory services.July 14
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The expanding employee channel firm aims to support practice recruiting efforts and help usher in the next generation of advisors.
July 14
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After buying JustInvest, the low-cost-investing giant has an opportunity to wring fees out of this new alternative to ETFs, writes Allan Roth.
July 14
Wealth Logic -
Kristin Kimmell brings decades of experience and notable success as the replacement to the former head recruiter promoted only last year.
July 14
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The reorganization includes the addition of five managers to focus on business goals and client engagement.
July 14
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The startup, Just Invest, uses direct indexing to manage $1 billion in assets.
July 13
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Most investors are rigid about their investing philosophy, which makes them poorly adapted to changing markets and political regimes.
July 13
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Banks and other institutions are driving significant recruiting moves while aiming to convince more members and clients to sign up for financial advice.
July 13
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David DeVoe, founder and CEO of DeVoe and Company, says Mariner's acquisition of Allegiant is likely the beginning of its next phase of momentum with RIA transactions, following the investment of its new PE partner earlier this year.
July 13
