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.
-
Massella Dukuly is the head of workplace strategy and innovation at Charter.
July 21
-
Decisions about which type of repayment plan to use and whether to file jointly or separately carry important implications for borrowers, experts said.
July 21
-
The head of private wealth management in the Americas says he was once skeptical of the idea of the "great wealth transfer." No longer.
July 21
-
Alexander D. Weidner, CPA, CFE, is president at Rudler PSC, an independent accounting firm in the Greater Cincinnati area. Weidner is focused on strengthening Rudler's unique culture and evolving the firm to provide more value to clients. He started as an intern in 2007 and worked his way up to shareholder. He played an integral role in developing Rudler's Client Advisory Services department, which aims to create more value added services for clients. He likes to focus on nonprofits, closely held businesses and high-net worth individuals, and leverages his Certified Fraud Examiner designation to assist clients with fraud investigations and designing controls to reduce risk of fraud.
July 21
-
There are important nuances to note in the relatively straightforward requirements of the rule.
July 21
-
Independent advisors deal with clients' tax woes as well as their own. Year-round planning can lower stress levels.
July 21
Formations -
Ken Eyler is CEO of Aquilance (formerly My Accountant), which advises multi- and single-family offices and select business enterprises.
Previously, he spent more than a decade in a senior executive role and member of Arthur Bell, an international CPA and advisory firm focused exclusively on high net worth families and alternative investment vehicles. He serves on the boards of Argonne Trust Company and Sustainability Angels, a nonprofit focusing on environmental stewardship and luxury recycling.
July 20
-
As markets brought fears of a recession in 2022, some firms fared better than others in limiting losses.
July 20
-
In one case, an ex-advisor is accused of defrauding clients with disabilities and spending their money on casinos and adult entertainment, among other things.
July 20
