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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Santhosh Kumar Lalgudi is an advanced technology leader in EY US LLP's tax technology and transformation practice. Based in Hoboken, New Jersey, he serves EY finance and tax transformation clients through architecting approaches that leverage technologies such as blockchain, robotics and machine learning. In the past, he has led the technical execution for EY Tax's first blockchain engagement, providing tax advisory and systems implementation support around digital inventory reporting and compliance for a major finTech client. Prior to joining EY in 2017, he served as the CTO of a midsized fintech firm.
January 20
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Cybersecurity company Cyberarkan used the AI-driven text generator to create a new strain of malware capable of bypassing traditional controls.
January 20
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Nahal Heydari is a doctoral student in clinical psychology at St. John's University.
January 20
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In a conversation with industry recruiter Mindy Diamond, the president of Bank of America's legacy wealth management firm shared his thoughts on advisor strategy and said he wanted advisors to integrate more with the rest of the bank.
January 19
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Wealth management still has a long way to go if it hopes to reflect the nation it serves. But advisors say small steps still move us forward.
January 19
