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The wirehouse wealth head told SIFMA conference attendees to simplify clients’ lives, keep them on track and watch their backs; advisors say the pandemic and world events have brought a changed culture.
April 8
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René Lacerte is the CEO and founder of
Bill.com . Prior to launching Bill.com in 2006, he co-founded online payroll service provider PayCycle in 1999, which was acquired by Intuit in 2009. Lacerte also spent five years at Intuit, creating and managing the company's bill presentment team and growing its bill payment and credit card offerings into multi-million dollar businesses for the company. He also launched Intuit's first connected payroll product, growing the team from two employees to 300 in 18 months.April 8
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April and Column Tax are among the startups capitalizing on the idea that taxes are part of a person’s financial life and banks are most suited to help with tax preparation and filing.
April 8
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Michael Parrinello is a partner and practice leader of Bonadio Advisory at
The Bonadio Group . As the leader of the firm’s Bonadio Advisory Practice, which offers strategic consulting services from analysis to execution, driving profitability, increasing efficiencies, mitigating risk and improving operations, he works closely with clients to evaluate opportunities and achieve their strategic goals by delivering value-added solutions.April 8
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The firm expects global wealth to rise to 30% of new capital raised in the years ahead, up from 5% last year.
April 8
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Fieldpoint Private will offer private banking services to Summit Financial’s advisors, but it will give up its plan to fold into the Merchant-backed firm.
April 8
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Brad Bolton is president and CEO of Community Spirit Bank in Red Bay, Alabama, and chairman of the Independent Community Bankers of America.
April 8
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The Treasury Secretary makes the first speech after Biden’s executive order on digital assets.
April 7
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UBS brokers rack up expungements of Puerto Rico complaints
April 7
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In this session, Editor-in-Chief of Financial Planning, Brian Wallheimer, to share the top trends in wealthech for 2022 and the customization demands driving change and innovations in wealth management today
