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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Whether thinking about an RICP, RMA, CPRC, CRPC or another retirement credential, experts say it's important for financial advisors to consider the needs of clients and prospects and their current level of specialization.
June 30
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Ugur Koyluoglu is vice chair of Oliver Wyman's banking and financial services practice in the Americas.
June 30
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Future advisors, who are a hot commodity for an industry facing a talent shortage, want face time, mentorship and to work for firms that align with their values.
June 30
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Harsh Behl is VP of Product, Digital Forensics at Exterro. Harsh brings a wealth of experience, knowledge, and technical skill sets, steering the vision and execution of our market-leading Digital Forensics and Incident Response (DFIR) technologies. Harsh has been instrumental in bringing to market the industry's latest innovations, including FTK Central and FTK advancements, which are set to change the shape of digital forensics as we know it.
June 30
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Sam Leon, CPA is the founder of The Millennial CPA, a digital tax practice based out of Richmond, VA. Sam is also building client engagement intelligence software for tax and accounting firms. Connect:
https://www.linkedin.com/in/samuelaaronleon/ June 30
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High-earning millennials and Gen-Zers now have two clearcut ways to pay down student debt — but with clarity comes a smaller margin of error.
June 30
Armstrong, Fleming & Moore -
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Financial Planning's "Starting an RIA" book contains 30 chapters that help financial advisors from the launch of a firm to successful exits.
June 29
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John Evangelista took inspiration from his mother's financial plight to carve out a niche serving university employees.
June 29
