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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Andrea R. Jaffe, CPA is a senior director of professional services at
Avalara . She joined Avalara in 2020 as part of an acquisition. She has been in the licensing space since 2011, assisting clients with license portfolio management, and consulting on operational risk management around mergers, acquisitions, divestitures and other entity reorganizations.April 5
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UBS has traded steady progress on a low-risk strategy for a political spotlight, years of integration efforts and tens of thousands of job cuts in buying Credit Suisse. Will it pay off?
April 5
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The second generation financial advisor turned fintech founder wants to help advisors get more personal with their clients.
April 5
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The fintech leaders said standing out in wealth management is all about finding your firm's "secret sauce."
April 5
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Alex Dontoh is a professor of accounting at the Stern School of Business of New York University, and director of its Master of Science in Accounting program. He holds a Ph.D from New York University, an MBA from the University of California, Berkeley and a BSc in business administration from the University of Ghana.
April 5
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Chris Danler is vice president of the Central Region at staffing and recruiting firm
Aston Carter .April 5
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Millennial investors across wealth segments are beginning to work with advisors at a much earlier age than prior generations did, a new Ameriprise study shows. Here's why, and what advisors can do about it.
April 5
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The West Coast native and industry veteran talks keeping firm culture strong in a remote world.
April 4
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The $2.4 billion request for the Wall Street regulator would put 1,434 officers on the compliance beat, up 4% from seven years ago.
April 4
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This tax-code authorized technique allows clients to remove a personal residence from their estate at a significantly reduced gift tax cost.
April 4
Neal Gerber Eisenberg's Private Wealth Services practice group
