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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Kevin Knull is president of
TaxStatus , which offers IRS account monitoring and consent-based access to IRS tax records for financial professionals and the clients they serve.A longtime industry executive, he earned a bachelor of science from the U.S. Coast Guard Academy and is a CFP professional.
October 24
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