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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Julie Coleman is a summer reporting associate at Financial Planning. Follow her on twitter @itsjuliecoleman.
Julie graduated from the University of Pennsylvania in 2021. She has worked for the Philadelphia Inquirer, the New York Post, NY1, and Forbes Magazine.
June 17
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Employers have evolved and recognize the importance of discussing and supporting employee well-being.
June 17
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Macro Consulting Group is also returning to LPL Financial as its broker-dealer after parting ways three years ago
June 17
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Petar Tomov is a director in Opportune LLP’sFinancial Instruments Group . Combined with his time as a manager at KPMG, he has over 10 years of experience focusing on the valuation of stock-based compensation, debt and equity instruments, contingent consideration and intangible assets. He holds a BS in Mathematics and an MBA from the University of Texas at Dallas.June 17
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Matt Smith is managing director in Opportune LLP’sFinancial Instruments Group . He assists companies with their accounting for complex financial instruments under both U.S. GAAP and IFRS. With 15 years of client service experience at Opportune and EY, Matt has gained extensive knowledge and expertise in derivative valuation and hedge accounting, stock-based compensation, debt, and equity financing activities, embedded derivative assessments, Dodd-Frank compliance and SEC reporting. He has an undergraduate degree in accounting from Oral Roberts University and is a member of the American Institute of CPAs.June 17
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Advisors can now access model portfolios and client “Risk Numbers” from within the financial planning software.
June 17
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The oldest borrowers hold the fastest-growing piece of the U.S.’s $1.7 trillion student-loan pile.
June 17
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Employers and employees don't agree on what a return-to-normal looks like in a post-COVID world. But to move forward with success, they must see eye-to-eye.
June 17
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