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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Courtney Csik is a director with Baker Tilly's digital solutions practice. With more than twelve years of experience, Courtney has worked with organizations, big and small, across industries in the commercial and public sectors to define their Cloud strategies, implement modern technologies and achieve digital transformation.June 23
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Lawrence Sprung, CFP, is the founder and wealth advisor of Hauppauge, New York-based Mitlin Financial.
He has more than a quarter-century of experience in the wealth management field.
June 23
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Roughly 200 advisors at the firm are being named "founder specialists" for their track record helping entrepreneurs do everything from set up employee-benefit plans to take their firms public.
June 23
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A new TIAA Institute survey found that a vast majority of 401(k) plan participants are interested in accessing fixed annuities through their retirement accounts. Plan providers are listening.
June 23
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The industry is awaiting SEC approval for dozens of applications, even as Vanguard's shareholder case highlights some of the tax complexity of the looming shift.
June 23
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Many advisors face challenges building trust with Asian-American clients. Here are key strategies to establish those relationships.
June 20
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As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
June 20
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Nearly 7 in 10 Americans say Social Security benefits should be equal for everyone, regardless of marital status, according to a new survey. Financial advisors are skeptical.
June 20
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Brett Erickson is managing principal of Obsidian Risk Advisors. He also serves on the advisory board of Loyola University Chicago's Center for Compliance Studies.
June 20
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Financial advisors and other female wealth management professionals say eliminating the self-doubt represents an important first step.
June 20
