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 advisor joined before states and cities began ordering businesses to close and residents to shelter in place.
April 8
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As clients expect more from their planners, companies that service advisors are doing what they can to help. A little Tiger King doesn’t hurt, either.
April 8
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Advisors — some inspired, some resistant — envision client contact in a post-coronavirus landscape.
April 8
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Raef Lee is managing director and head of the new services and strategic partnerships division at Independent Advisor Solutions by SEI. Follow him on Twitter at @SEIRaefL
April 8
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Ryan VanderVelden is a manager with
KBKG specializing in cost segregation and fixed asset services. He has over four years of experience conducting cost segregation studies, fixed asset reviews, repairs/maintenance cost analyses, and retirement studies.April 8
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Malik Javed is a principal and oversees engineering operations for cost segregation projects at
KBKG . He is a certified member of the American Society of Cost Segregation Professionals (ASCSP) and is currently a member of the ASCSP Technical Standards Committee. Since joining KBKG in 2004, he has performed thousands of cost segregation studies for clients in various industries, regularly reviewed architectural and engineering drawings and construction cost budgets. He has provided continuing professional education to hundreds of CPAs across the country on various real estate tax issues. He has also successfully represented KBKG’s clients in an IRS audit.April 8
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As Research Director of Aite Group’s Retail Banking & Payments practice, Julie Conroy covers fraud, data security, and anti-money laundering issues. She has more than a decade of hands-on product management experience working with financial institutions, payments processors, and risk management companies, including a number of years leading the product team at Early Warning Services. Julie is often quoted in numerous media outlets, including The Wall Street Journal, U.S News and World Report, American Banker, and the New York Times.� Julie is fluent in Spanish and holds an M.A. in International Policy from the Monterey Institute of International Studies and a B.A. in Business Administration from the Michigan State University Honors College.�
April 8
