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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By paying more now, a young homeowner could be done with his mortgage a few years early. But would it be worth it?
April 4
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Eric N. Mann is a partner in Neal Gerber Eisenberg's Private Wealth Services practice group. He provides gift, income and charitable planning strategies for high net worth families and business owners both domestically and internationally, and counsels on all aspects of estate and trust administration including gift and estate tax audits.
April 4
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The forced merger with rival UBS was "the best among bad solutions."
April 4 -
Exchange-traded funds focus on natural gas and technology did horribly last year, but they're still drawing in new money.
April 4
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Joann Needleman is a member of the law firm Clark Hill. She leads the firm's financial services regulatory and compliance practice and advises banks, financial institutions and financial services entities on regulatory compliance matters.
April 4
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CEO Greg Fleming's team secured more than $600 million in capital that brings together two of North America's influential financial families.
April 4
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Every score fell as investors gave wealth management firms ugly grades in a time of slumping stocks and bonds and fears of a recession.
April 4
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Jerry Schwartzman is a managing director and head of M&A tax services at
Stout . He is a transactional attorney with a broad range of domestic, foreign, and cross-border tax due diligence and tax structuring experience for both private equity and corporate clients. He has also served as an expert witness in litigation and arbitration matters.April 4
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Joel Wukelic is a director in the M&A tax services practice of the transaction advisory group of
Stout , advising private equity firms as well as public and private companies throughout the M&A transaction lifecycle. He is a transactional attorney and CPA with over nine years of experience providing domestic and cross-border tax due diligence and tax structuring services to both private equity and strategic clients.April 4
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James Lewis is a vice president in the M&A tax services practice of the transaction advisory group of
Stout . He has over four years of experience providing domestic and cross-border tax due diligence and tax structuring services to both private equity and strategic clients.April 4
