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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William A. “Bo” Taber, III, CPA
Audit Partner
Robinson Grimes
Graduated from Auburn University with a degree in Finance. Joined Robinson, Grimes & Company, P.C. in 2011 and became a partner in 2018. Areas of expertise include audits for HUD multi-family housing projects, Employee Benefit Plans, Manufacturing companies and Non-Profit Entities, as well as tax preparation and consulting for professional athletes.December 2
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Jamie Topolski is director of product strategy for output solutions at Fiserv.
December 2
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The funds may be gaining traction among older investors with significant assets, but rarely live up to their billing.
December 2
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The move underscores wealth managers’ increasing focus on the not-yet-fabulously rich to boost profitability.
December 2
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The current impact of fund rebalancing on front-month VIX futures is about 20% of daily volume on the index’s contracts.
December 2
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The firm's top recruiter explained its approach to helping advisors keep up with a rapidly changing profession.
December 2
