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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Many larger firms have found this investment has raised the quality of service for their clients. But what if you're a small firm?
November 1
Cruz Consulting Group -
At best, the variety increases awareness of what the career can offer. At worst, it lends ammunition to critics who insist the profession isn't a profession at all.
November 1
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Tim Kresl is principal at Broadridge's data and analytics group, Distribution Insight.
November 1
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Gregory Matisoff is an associate in Venable’s employee benefits and executive compensation group.
November 1
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Lisa Tavares is co-chair of the Business Division and a partner in the Tax and Wealth Planning Practice at
Venable LLP .November 1
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When his dad passed away, my client would have to probate 60 different stocks and a New York property, plus handle charitable contributions. At the same time, 13 grandchildren would breathe down his neck for their inherited shares.
October 31
Life Planning Partners -
Raising the assumed age for decumulation to 67 from 65 could dramatically reduce the percentage of families at risk, an expert says.
October 31
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Susan Rider is vice president of employee benefits and human capital strategies at Gregory & Appel Insurance.
October 31
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With tens of thousands of certificants affiliated with giant BDs, the documents required by the new standards are making their conflicts of interest plain as day.
October 31
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Al Dente is
Trimble Manhattan ’s FASB/GASB/IASB product manager. He previously served as a director at the Massachusetts State Comptroller’s Office, audit manager at one of the Big Four accounting firms and the global lease accounting director for a premier global record and digital storage firm.October 31
