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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Daniel J. Healy is a partner in Anderson Kill's Washington, D.C. office. He started his career with Anderson Kill and then served over five years as a Trial Attorney with the U.S. Department of Justice, Tax Division. He appeared as lead trial counsel in federal and state courts across the country, received numerous Outstanding Attorney awards and served as the E-Discovery Coordinator for the Tax Division.
November 6
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Mark DiMichael, a partner in the valuation and forensic services department of Citrin Cooperman, specializes in litigation support and valuation services. His areas of expertise include divorce litigation, economic damages analysis, fraud investigation, cryptocurrency, white collar criminal defense, and business appraisals.
Daniel J. Healy is a partner in Anderson Kill's Washington, D.C. office. He started his career with Anderson Kill and then served over five years as a Trial Attorney with the U.S. Department of Justice, Tax Division. He appeared as lead trial counsel in federal and state courts across the country, received numerous Outstanding Attorney awards and served as the E-Discovery Coordinator for the Tax Division.
November 6
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As the college savings vehicle grows in popularity, regulator up scrutiny of brokerages’ recommendations to clients.
November 6
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An extension from the agency comes amid warnings from brokerages that breaking out stock and bond analysis would threaten their own research businesses.
November 6
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The strategy mimics one the executive used to boost profit at his previous employer, cross-town rival Credit Suisse.
November 6
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Krishna Prasad is senior architect for X by 2, a technology consultancy focused on the practice of architecture in the insurance and healthcare industries. Prasad has over 25 years of delivering hands-on experience in areas such as IT strategy and roadmap development, execution planning, and agile delivery leadership for initiatives involving insurance IT modernization. Prasad holds a Bachelor of Science, computer science and eengineering from the Indian Institute of Science, India. He also received a Master of Science, computer science from the University of Cincinnati.
November 6
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Advisors say they have concerns about an upcoming recession, according to a new survey.
November 5
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While technology has expanded the toolkit for advisors, some still struggle to differentiate their offerings.
November 5
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The plans cannot be maximized if clients fail to find ways to minimize costs in retirement.
November 5
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