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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From those with no corporate tax at all, to those that tax everything they can — a guide to most and least competitive states when it comes to taxing businesses.
December 12
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Several effective, tax-efficient strategies are available to those who take the time to be strategic and do their homework to maximize their generosity.
December 11
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Mike Durbin on Cetera's M&A plans, why consolidation will barrel forward in the wealth management industry and the advantages of having a hybrid firm.
December 11
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Health care costs. Student loans. Domestic abuse. Are retirement plans addressing too many problems at once?
December 11
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Blaine Frederick is VP of Product at
Alcatraz AI , an artificial intelligence company that employs facial authentication technology to create autonomous access control solutions for enterprises. Frederick brings 20+ years of experience in the Physical Security industry with specific expertise in the Biometric space. Frederick currently serves as the VP of Product at Alcatraz AI where he leads the Product and Engineering teams. Prior to his work at Alcatraz AI, he served as Co-Founder and Principal of BDIS which provides Consultation and Professional Services for the physical security market. Previously, Frederick held the role of VP of Product for EyeLock, where he captained the firm's vision for iris authentication products and solutions in physical and logical security as well as numerous other commercial applications. Frederick also acted as the former Director of Product Management at STANLEY Security, a global division of Stanley Black & Decker where he led the creation of an industry-leading security management software suite, Commander. He received a B.S. in Electrical Engineering from Purdue University.December 11
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A Dodd-Frank safeguard is playing out behind closed doors for the second consecutive time with the omissions of most details from the GAO's triennial report.
December 11
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Chris Vignone, managing director of indirect tax at
Source Advisors , is a state and local tax specialist who identifies multimillion-dollar tax-saving opportunities for Fortune 1000 companies and implements operational changes for long-term business efficiency.December 11
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Sallie Krawcheck helped found Ellevest following prominent roles at Sanford Bernstein, Citigroup and Bank of America.
December 11
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The 10 largest transitions include deals by LPL and Osaic, hybrid RIAs that received private equity infusions and even a new public offering by a SPAC investor.
December 11
