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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Jonathan Traub is managing principal and tax policy group leader in Deloitte Tax LLP's Washington National Tax Office. He was previously staff director for the House Ways and Means Committee, where he was responsible for developing legislative policies and strategy on issues in the committee's jurisdiction, including taxes, health care and trade.October 9
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An updated, funded buy-sell agreement can allow a surviving partner to maintain sole control of the business if one of the owners or partners were to die prematurely or become disabled.
October 9
The TOLI Center East -
Ben Callaghan is the chief experience officer at digital healthcare solution Empara.
October 8
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Independent broker-dealers have found happy acquiring grounds in the insurance industry in recent years, as sellers seek to avoid heavy regulation and thinner margins.
October 8
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At 29 years old, Chris King is the CEO and founder of Eaglebrook Advisors in Bethesda, Maryland, a cryptocurrency SMA platform with over $211 million in assets under management.
October 8
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In its second year ever and first as a standalone event, the co-founders of a conference for Latino wealth management professionals share what to expect.
October 8
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Guy Gage III, LPC, is the co-owner of
PartnersCoach Inc. , a coaching and consulting firm working exclusively with CPA firms. He equips managers and partners to lead change initiatives and improve employee engagement in their firm. Holding a license in counseling (WV-LPC), he uses his experience in human and organizational behavior to coach firm leaders to break through resistance and create motivational environments. He has consulted with and coached CPA professionals for over 25 years in the U.S. and Europe, emphasizing firm growth and career fulfillment. In addition, he worked in a four-office CPA firm for almost eight years, giving him an inside look at the challenges firm leaders face. Reach him at (304) 677.0296 orGuy@PartnersCoach.com .October 8
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September's roundup of pressing issues in the wealth management space include an elder scam lawsuit embroiling Charles Schwab, accusations against Raymond James for failures in customer complaint reporting and more.
October 8
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Supervised AI tools can spot opportunities and reduce risk — ideally long before an RIA merger or acquisition closes.
October 8
TIFIN AG -
Haleigh Tebben is chief commercial officer at Kindbody, a national fertility clinic and family-building benefits provider for employers. Haleigh leads Kindbody's sales, enterprise operations, and client management teams. She has 25 years of experience in healthcare, insurance, and consulting.
October 7
