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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Mark Purowitz is a principal in Deloitte’s M&A consulting practice and leader of Deloitte’s Future of M&A initiative.
March 18 -
Here are the industry’s top 20, which brought in more than $700 billion in assets.
March 18
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Teresa J. Verges is the director of Miami Law’s Investor Rights Clinic, where she teaches securities arbitration and broker-dealer regulation, and supervises law student interns handling FINRA arbitration claims on behalf of low income investors. Prior to joining Miami Law, Professor Verges served as Assistant Director of Enforcement for the Securities and Exchange Commission at the Miami Regional Office.
March 17
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Tyrone Jeffress is vice president of engineering and US information security officer for Mobiquity.
March 17
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Ancora, which previously took on Bed Bath & Beyond and Big Lots, argues the company suffers from poor leadership.
March 17
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The Internal Revenue Service is pushing back the tax-filing deadline until May 17 after heavy pressure from Congress and tax and accounting groups.
March 17
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Beth A. Berk, CPA, CGMA, is an independent recruiter and an actively licensed CPA in Maryland and Virginia and a CGMA with over 25 years of hands-on experience including public accounting (E&Y), consulting (KPMG and DelCor Technology Solutions), accounting (American Cancer Society), internal audit (MoneyLine Telerate), business development and fundraising (professional service firms and community foundation in Virginia), and recruiting within the metropolitan D.C. business community and beyond. She is based in Bethesda, Maryland and can be reached at
BethABerk@msn.com or at (301) 767-0670.March 17
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Major hurdles stand in the way of wide adoption: regulation, security and cost.
March 17
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An innovative marketing, branding and product professional, Charlotta brings deep knowledge of the specialty supplemental group health insurance market to her executive role at ArmadaCare. She has 30 years of global, strategic-level business leadership experience that spans a multitude of industries. Charlotta has a strong track record of helping companies grow through visionary products and effective marketing and distribution strategies.
March 17
