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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Derek Williams is the president and CEO of Century Bank & Trust in Milledgeville, Ga., and the chairman of Independent Community Bankers of America.
May 4
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Luke Cornetta is a director with
Alvarez & Marsal Taxand in New York. He specializes in implementing low-code/no-code solutions to optimize and automate tax department processes and has worked across industries including investment management, energy, consumer retail and agriculture.May 4
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Cody Dixon is a managing director with
Alvarez & Marsal Taxand in Dallas. He has over 16 years of experience helping clients design and implement tax technology solutions, including assisting clients across industries design and build digital solutions to automate key tax functions. He specializes in extracting data from ERP systems such as Oracle and SAP to transform for tax.May 4
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Ahead of TEFAF, a top art fair it will sponsor in New York next week, Bank of America shared why art matters to rich investors and what buyers can expect this year.
May 4
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In what may be the firm's last earnings call before being acquired by private equity firm Clayton, Dubilier & Rice, CEO Rudy Adolf praised Focus' RIA partners.
May 4
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Levels of concern rise above where they were during the 2008 financial meltdown.
May 4
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The California TAMP's new producing advisors are hitting levels not seen since early 2022.
May 4
