Mark Kowalczyk

Mark joined BAI in 2014 and leads BAI sales, business development, and relationship management. Prior to joining BAI, he held a number of strategic leadership positions, including serving as Managing Director and National Sales Manager for the Corporate Executive Board (CEB).

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Article

Nov 13, 2017

The term “robo advising” emerged in the banking and wealth management communities about a decade ago. And, while the term of art “robo” was new, technology simply helped streamline and deliver a time-tested method of model […]
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Article

Oct 13, 2016

Wealth management firms find themselves at different stages of readiness as they work to comply with Department of Labor’s (DoL) new fiduciary rule announced in April 2016. All financial services firms that manage retirement assets are […]