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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Alexander Hagerup is co-founder and CEO at Vic.ai, which is pioneering the use of autonomy and intelligence to digitally transform accounting and finance processes to improve productivity, decision-making, and ROI. Alexander is a serial tech entrepreneur with a strong passion for artificial intelligence. Prior to launching Vic.ai, he founded two other technology companies; his most recent venture was funded by Northzone Ventures and later acquired by NASDAQ-listed J2 Global Inc., in 2014.
June 28
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Mechanics, considerations and planning opportunities for navigating SALT cap workarounds.
June 28
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Dave Reubzaet is director of global advisory and tax lead at the
Global Reporting Initiative and leads the global engagement on tax, including the GRI 207 tax-reporting standard. In this role, he advises and engages with organizations around the globe to advance sustainability in policies, business strategies and reporting and emphasize its importance for sustainable development. He has more than 20 years of international experience in advising corporates and financial institutions on sustainability, from sustainable business strategy to risk management and sustainability reporting. His specialization is in sustainable tax, covering topics like responsible tax investing, good tax governance and tax transparency.June 28
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Wealth management's broken career pipeline needs urgent attention as a succession cliff looms, a new Cerulli report says.
June 27
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Deciding your own salary may sound exciting. But when getting a business off the ground, the pay question can be a delicate balancing act.
June 27
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The panel's recommendation would also seek comments on the possibility of outsourcing some review functions to third-party firms.
June 27
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Called "Ester," new AI and machine learning can automate tedious tasks traditionally handled by financial analysts and in-house paralegals.
June 27
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The Ameriflex Group has been adding advisors and assets without using the kind of M&A deals that often fuel expansion in the industry.
June 27
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Melissa Bartlett is senior vice president of health policy,
The ERISA Industry Committee (ERIC), leading the development of ERIC's health policy and advocacy for its legislative and regulatory priorities at the federal, state and local levels.June 27
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Carin Giuliante is the chair and chief executive officer of Deloitte Tax LLP.
June 27
