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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Randall Shepard, CPA, is a partner at
The Bonadio Group . He has been providing professional and personal consulting and auditing services to his clients for over 25 years. As government practice leader, he oversees all of the services provided to government entities throughout the firm.July 27
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Wes Erlam is Director of Urban Regeneration at Legal & General Capital, one of the UK’s leading financial services groups and a major global investor, with international businesses in the U.S., Europe, Middle East and Asia, with some $1.8 trillion in assets under management.
July 27
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New research from Moody’s Analytics finds that the number of ESG-related controversies is on the rise.
July 27
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Will Hill, MBA, is the owner of Will Hill Consults LLC. Prior to launching his consulting business, he was senior product marketing manager at Thomson Reuters.
July 26
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The long-term effects of harvesting losses can sometimes be worse for the client than doing nothing.
July 26
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Ben Henry-Moreland is a senior financial planning nerd at
Kitces.com , where he researches and writes for the Nerd’s Eye View blog, using his experience as a financial planner and a solo advisory firm owner to help fulfill the site’s mission of making financial advisors better and more successful. In addition to his work atKitces.com , Ben serves clients at his RIA firm, Freelance Financial Planning.July 26
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First elected to Congress in 1992, Carolyn B. Maloney represents New York's 12th District as a Democrat. She is currently Chairwoman of the House Committee on Oversight and Reform and former Chair of the Joint Economic Committee, the first woman to hold both of these positions.
July 26
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When an elderly person is scammed, a new study shows, many Americans blame the victim. Advisors can help break that habit.
July 26
