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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Ryan Duchene is a partner and managing director in Deloitte Tax's International Tax Quantitative Consulting Services practice with extensive experience providing high value analytical consulting services to many industry sectors, including dozens of Fortune 500 corporations. He has led the development of Deloitte's Integrated International Tax Reform model and Deloitte's OECD Pillar One Model and delivered related modeling services to dozens of clients.
November 10
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Ryan Bowen is a principal at Deloitte Tax LLP in the International Services Group of the Washington National Tax Office. He joined Deloitte in 2017 following a seven-year career at the IRS Office of Associate Chief Counsel, International. While at the IRS he worked on guidance under Sections 367 and 721(c). He currently leads WNT's Pillar Two efforts and advises clients on general issues in outbound taxation.
November 10
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John Delaney is the founder and chairman of Forbright Bank. He served three terms in the U.S. Congress where he was a member of the House Financial Services Committee. He has founded and led multiple businesses, including two New York Stock Exchange-listed financial services companies.
November 10
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Edward Jones added $17B in net new assets despite a sharp slowdown in new client households, reflecting a focus on high net worth clients and specialized services.
November 7
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Time savings is generally understood to be among the main advantages of AI note-takers. But advisors who have incorporated them into their practices said the benefits go much deeper.
November 7
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Ali Baydoun, a partner at
UHY , is a leader in the firm's enterprise business services practice, where he delivers advisory, tax and attest services to middle-market clients in various industries. He provides audit and assurance services as well as crisis management services.November 7
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Stocks have been on a historic bull run, but the good times can't last forever. Now's the time to diversify with private equity, credit and other alternatives, say wealth managers at Dynasty, Nuveen and WEG.
November 7
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New tools go beyond simple automation. They're helping advisors deliver more meaningful value in client meetings.
November 6
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Sports are in for the ultrawealthy; paintings, out. Some 20% of 111 billionaire families served by the Wall Street giant now own controlling stakes in sports teams.
November 6
