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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Whitney E. Solcher, CFA, is CIO of
Ulrich Investment Consultants , a wealth management firm that serves a range of clientele including high-net-worth individuals and intergenerational families, public and private foundations and endowments, Native American governments and related entities, ERISA covered plans, and Taft–Hartley plans.May 6
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Adama Diallo is the Mojaloop Foundation Director and head of partnership for Google's Next Billion Users Project in Africa.
May 6
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Be who you are online, but not too much, experts say.
May 6
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Nina Dorata, Ph.D, CPA, is a professor of accountancy at New York's St. John's University, and she is also the chair of the New York State Society of CPAs Committee for Future of Accounting Education. Her professional experience includes roles at Price Waterhouse, NY. E.F. Hutton Inc., and Staff Builders. Currently, she helps write, review and update the CPA preparation content for
UWorld Roger CPA Review .May 6
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The enterprise could reach more than 50 registered representatives in the next couple of months, depending on how many of them leave MassMutual.
May 6
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Bizarrely, the administration’s plan targets two loopholes that pass-throughs often use to lower their tax bills, says Bloomberg's Alexis Leondis.
May 6
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As its advisor headcounts in the W-2 channel have stagnated, Raymond James Advisor Select added a major former UBS quartet.
May 6
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Some former IRS officials say it will take several years to produce significant results.
May 6
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Even as Bitcoin and other digital currencies increasingly gain acceptance across Wall Street, the robo advisor is still doing its research.
May 6
