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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Glenn L. Friedman is co-managing partner and CEO of Top 100 Firm
Prager Metis CPAs . He is also a partner in the advisory services and tax departments. He has been practicing since 1979. In 2013, his firm, Metis Group LLC, merged with another partnership, Prager and Fenton LLP to create Prager Metis. Prior to Prager Metis, Friedman started his career at an international law firm that specialized in foreign tax havens.July 8
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As inflation rises, it's likely to cause trouble for the biggest money-management firms, bringing an end to the rapid consolidation in the industry, writes Richard Cookson.
July 8
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Wendy Valentino is a partner at
Prager Metis CPAs . She has over 30 years of experience in the accounting industry. Prior to joining Prager Metis, she was a partner at Cohen Greve & Co. CPA PC, which combined with Prager Metis in 2017. She serves on Prager Metis’ due diligence committee for future combinations.July 8
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She made headlines when she became chairwoman in 2019, but quietly exited two years later when a marketing campaign created a conflict of interest.
July 7
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Bankrate looks at data sets that would apply to retiree life, including cost of living index, property and sales tax rates, and the Gallup-ShareCare Wellbeing Index.
July 7
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Bill Dudley, a Treliant regulatory advisor and board member, is past president and CEO of the Federal Reserve Bank of New York.
July 7
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Goldman Sachs economists said their optimistic outlook for global growth this year is now increasingly shared by rivals, meaning their forecast is the closest to consensus than at any time since April 2020.
July 7
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The recent change in presidency is set to bring about substantial changes in the way high-net worth individuals are taxed in relation to capital gains.
July 7
Seiler Tucker Inc. -
Michelle Seiler Tucker is the founder and CEO of
Seiler Tucker Inc. , a company that has sold over 1,000 businesses and currently owns and operates several successful businesses. She is the author of the books“Think & Grow Rich Today,” “Sell Your Business for More than it’s Worth,” and her latest book is“Exit Rich.”July 7
