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.
-
It's one of many deductions that doesn't take inflation into account.
November 18
-
Nate Brown is Vice President, Product Management for Firm Management at Wolters Kluwer Tax & Accounting North America responsible for the development and delivery of firm management solutions. Nate has been working directly with firms to transform their businesses from desktop to cloud-based solutions through product management, sales and consulting roles. He is a sought-after speaker and a coach for firms to improve workflow and data to support decision-making. Prior to joining Wolters Kluwer, Nate worked for a large regional CPA firm as well as held accounting roles at a Fortune 500 company.
November 18
-
-
-
-
Lawrence Levinson is the director and general manager of Wave Advisors at
Wave . His team offers tailored, one-to-one accounting and bookkeeping services for small business owners that complement Wave’s digital offerings.November 18
-
Just 1,275 families paid $9.3 billion in estate tax in 2020, down from $20 billion from nearly 5,500 families in 2018.
November 18
-
As a content creator for Wolters Kluwer’s Professional Market, Hillarie focuses on a wide range of accounting and finance technology space topics. As an accountant who enjoys writing, she brings over a decade of accounting experience to her writing
November 18 -
Four longtime financial planners believe the industry is ready for change. They talked about how to achieve it on the opening day of the CFP Board Center for Financial Planning Diversity Summit and Career Fair.
November 17
-
In sessions at the CFP Board’s annual Diversity Summit, executives, academics and a member of Congress called on more firms to follow Merrill Lynch’s example.
November 17
