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The firm’s new business highlights the beginnings of a shift in the custody marketplace due to a series of consolidations.

Sam Zietz is CEO of TouchSuite.

Anish Michael is the CEO of Firmspace, which offers private office space for professionals and executives. With locations in Austin, Houston, Denver, and Atlanta, Firmspace offers secure and sound-masking offices, white-glove client service, five-star amenities, best-in-class technology, and professionally trained staff.

Funding is getting tighter as advisors look towards marketing automation as an engine for growth.

Homogeneous industries and male executives are the primary target clients of the new consultancy, Kathleen Zemaitis says.

Net flows have slowed in 2020 at the fund giant as rivals continue to roll out similar products amid the rise of robo advisors and almost-free trading.

Sathyanarayanan (Sathya) Sethuraman is the director of UiPath’s global insurance and financial services practice. With more than 20 years’ experience, Sathya has become a trusted advisor to Fortune 100 global insurance and financial services enterprises and has led large-scale digital transformation initiatives. At UiPath, Sathya is responsible for building industry solutions for intelligent process automation leveraging UiPath’s platform and the UiPath alliance ecosystem.

The one-two punch of major tax laws passed within four months of each other creates some interesting puzzles for advisors to solve.

Michael Sellai is a partner in BPM’s Managed IT Services practice, where he helps clients manage, maintain and upgrade their information technology systems. In his nearly 20 years of IT experience, he has among other notable projects helped clients with as many as 300 employees automate the onboarding of employee computers and application delivery.

Jill Pappenheimer is a partner in the HR Consulting practice at BPM, a West Coast-based accountant and advisory firm that ranks among the 50 largest in the United States. She brings 30 years of experience supporting the people function for organizations ranging from large financial institutions to small entrepreneurial teams.