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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Roman H. Kepczyk, CPA, CITP, CGMA, is the Director of Firm Technology Strategy for Right Networks. His primary focus is helping firms throughout North America effectively use information technology and accounting applications by optimizing their tax, audit and administrative production workflows.
September 8
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Whether they call it "dough," "gold" or "funny paper," rock stars have been singing about money since the 1950s. Here's a playlist of wealth-related hits.
September 8
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The changes come in response to questions that arose over the previous removal of a member from one of the regulator's three-person arbitration panels.
September 8
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Ant Group unveiled an artificial intelligence tool to use for wealth management and insurance services, joining the race for next-generation AI.
September 8
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The 35-year-industry veteran is stepping out of retirement and into a new role for the cloud-native wealthtech
September 7
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A crew of firm founders and game changers now have a seat at the Wealth.com table.
September 7
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The private markets platform introduces a collaborative model for multi-manager private market funds.
September 7
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The Wall Street watchdog looks for factors like repeat violations and staff members with a history of disciplinary troubles.
September 7
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A new report by fintech company Vanilla found what drives clients of all wealth levels, including the wealthiest, when planning their last wishes.
September 7
