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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The Internal Revenue Service and the Treasury Department released guidance on claiming deductions for expenses associated with Paycheck Protection Program loans that have been forgiven.
January 6
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The IBD completed a stellar recruiting year by adding a team led by a 30-year veteran advisor.
January 6
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“The expectation of sustained volatility in the medium term has re-invigorated hedge fund appeal,” BlackRock and Juniper Place said in their report.
January 6
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David Sewell is a counsel in Debevoise’s New York office and a member of the firm’s financial institutions and banking groups.
January 6
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Satish Kini is a partner in Debevoise’s Washington office. He chairs the firm’s banking group and is a member of its financial institutions group.
January 6
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Katie Casaday is a marketing content writer at eFileCabinet where she specializes in computer software and document management topics.
January 6
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The firm’s use of third-party compliance vendors came under scrutiny after an ex-rep pleaded guilty to bilking clients out of $5 million.
January 5
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Mubbin Rabbani, Senior Director of Product Management, is Agero’s business owner for the Accident Management product offering, responsible for delivering innovative solutions that address critical financial levers in the auto claims value chain. He comes from a P&C background, and is passionate about the intersection of process, technology and organizational enablement of the claims experience.
January 5
