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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Kenneth Byrd serves as Vice President and Head of Protection New Business Operations for Protective Life Corporation, where he is responsible for leading telelife, submit, case management, policy issue, 1035 exchange, new business accounting, exception handling, compliance, customer guides, and policy revisions. Byrd, a 20-year financial industry veteran, oversees more than 250 teammates as well as third-party vendor relationships. With a budget of over $20 million, he develops and authors strategic plans, works to improve customer and distributor experiences, and delivers significant cost savings. Byrd achieved a bachelor's degree in accounting and management information systems as well as his MBA from the University of Alabama at Birmingham.
August 29
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Matthew Mittelsteadt is a visiting research fellow at the Mercatus Center at George Mason University.
August 29
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Despite the slow pace of change on the representation of women, there are some standout independent wealth managers and some signs of progress.
August 26
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Unlocking wealth from investment properties and using a "six-month nudge" strategy to delay claiming Social Security benefits are just two ways advisors are helping clients with retirement planning.
August 26
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There are several opportunities for a workforce to upskill and reskill, and create added value for employers and employees alike.
August 26
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Tony Gales, CPA , has nearly 30 years of public accounting experience and is a tax partner inBPM 's Long Beach office. He helps untangle the intricacies of federal tax laws to uncover and plan for tax opportunities that clients can use to achieve their financial goals.August 26
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A tax receivable agreement, popular in public offerings but controversial in some eyes, would regularly send extra money to insiders.
August 25
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Plus, Flourish leadership changes and a new SMArtX Advisory Solutions partnership.
August 25
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John Staub, director of outreach at Remodel Health, explains how the Inflation Reduction Act will impact U.S. healthcare costs.
August 25
