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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Former NFL star and UBS Head of Sports and Entertainment Adewale Ogunleye said professional athletes tend to prefer female advisors for whom "male ego" does not get in the way.
September 12
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While the Auto IRA Act of 2024 is "long overdue" for some, others feel it represents the "nanny state."
September 12
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The "reverse churning" case highlights the regulatory gap investors can fall into when moving between brokerage and advisory relationships.
September 12
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Advisors can guide clients on taxes, financing, buying versus leasing and how to boost their negotiating power.
September 12
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Michael Poveda is a partner at
UHY who has over 24 years of professional experience providing accounting, assurance and advisory services to clients in various industries. He advises clients on important issues and trends impacting businesses, including complex financial reporting matters, structured transactions, risk management and performance improvement. His areas of expertise include SEC, U.S. GAAP and IFRS reporting, internal controls, risk management, corporate finance and governance.September 12
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