Kapin Vora | Source | Partner & Head of North America Wealth Management at Capco

The US wealth management industry is currently undergoing a period of great transformation. As firms continue to look for third-party expertise in developing customer-centric digital capabilities, we’re always looking to add talented professionals who understand the complexities of today’s investment landscape.

Advisers are also struggling to maximize tax efficiency across all asset types, and changes in tax policy are driving demand for asset location platforms that can improve after-tax returns.