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 partnership will likely help both industry titans with their long-term strategic plans.
January 9 -
Charles Strecker, special counsel, represents public corporations, private companies and individuals in state and federal courts throughout the country at
Baker Botts . His representation includes clients in a variety of industries, such as private equity, professional services, technology and energy. His diverse commercial litigation experience includes securities class actions, trade secret claims, professional liability matters, and disputes arising from acquisitions and divestitures.January 9 -
Jessica Pulliam, partner, chairs
Baker Botts ’ Trial Department in Dallas. She defends public companies and their officers and directors, private enterprises and professional firms in high stakes lawsuits. She has handled matters involving class actions, corporate crisis, business torts, securities fraud, fiduciary litigation, accounting and disclosure issues, SEC and PCAOB investigations, whistleblower claims and post-deal disputes.January 9 -
The agency recently estimated a gap of $381 billion in unpaid tax from 2011-‘13, which equates to roughly 14.2% never being submitted.
January 9 -
It’s the second straight year that Cliff Asness’ quant firm is announcing layoffs.
January 9 -
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The $6 billion fund saw almost 3 million shares hit the tape after DoubleLine’s CEO touted its potential for retirees in his annual markets webcast.
January 9 -
The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.
January 9 -
Developing a comprehensive plan can help "avoid the negative compound interest effect in a declining market."
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