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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The company that provides services to 106,000 advisors posted financial results that signal strong advisor performance despite dropping revenue.
May 8
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Amy Friedrich is president of Benefits and Protection with Principal Financial Group. Friedrich leads 3,200 employees responsible for group employee benefits, life insurance, disability insurance, and nonqualified deferred compensation, along with the distribution arm, which includes Principal Securities®, the broker-dealer organization, and network of affiliated financial professionals.
May 8
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One of the largest fee-only advisory firms in the country picked up a team that has grown by a factor of 9 over the past three decades.
May 8
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ChatGPT scored terribly on a practice CPA exam, scoring 39% in REG, 46% in AUD, 35% in FAR and 48% in BEC.
May 8
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As family offices continue to grow and want to invest more this year, Goldman Sachs is positioning itself to help with their planned spending sprees.
May 8
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The firm and an advisor kept clients in leveraged funds for extended periods, even though they were often meant to be held for a single day.
May 5
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Morgan Stanley supplanted JPMorgan Chase atop the rankings of the biggest compensation for head executives across wealth management.
May 5
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Alasdair Milton is a managing director in
KPMG 's healthcare and life sciences strategy practice with over 20 years of experience. He leads the precision medicine offering, with a particular focus in cell and gene therapies. As a trained cancer biologist, he helps clients solve complex business problems that require deep scientific and technical knowledge, and has worked across a multitude of therapeutic areas.May 5
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Christine Kachinsky is the U.S. life sciences tax industry leader and a partner at
KPMG . She leads teams providing tax and advisory services to several global pharmaceutical companies and serves as one of the firm's subject matter experts with respect to R&D incentives and global incentives for energy and sustainability investments in the form of grants, investment tax and/or other tax credits and deductions.May 5
