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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Greg Barber, CPA, is the former managing partner of a Top 20 and a Top 40 accounting firm and is now an advisor to accounting firms. Reach him through his website,
www.gbarberc.com .August 11
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Advisors who partner with a CPA now will find themselves with a significant advantage in years ahead, writes Paul Saganey.
August 11
Integrated Partners -
Paul Saganey, CFP , is the Founder and President ofIntegrated Partners , the fastest-growing financial advisor firm this year, according toSmartAsset . After holding a wide variety of financial services positions throughout his career, Mr. Saganey now personally coaches and trains advisors so they can successfully work with high-net-worth clients as he provides vision and direction for Integrated Partners’ future.August 11
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Melinda Hightower started in May as the head of the multicultural client segment in the firm’s client strategy office.
August 11
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Elizabeth LaBerge is senior director of advocacy and counsel for the Credit Union National Association.
August 11
- As investors rush toward online trading apps, more wealth managers may offer self-directed investing
Fewer Americans are working with advisors, especially those already managing money online, new research shows.
August 10
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Market watchers are tracking people’s movements through airports, subways and restaurants for clues to the US economic recovery.
August 10
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Steven Black was a board member of BNY Mellon when Wells CEO Charlie Scharf led the trust bank. He will become Wells Fargo’s fifth chairman in five years.
August 10
