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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Jon Giuliani is the chief revenue officer of
Ximplifi , where he leads finance, sales and operations to help businesses scale with outsourced accounting and trust accounting automation. He has over a decade of executive experience across health care, finance and technology.July 8
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Anne Eberhardt is a senior director and forensic accountant in the New York office of Gavin/Solmonese. She is a certified fraud examiner and a certified anti-money-laundering specialist.
July 8
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At face-value, HSAs are for short-term medical expenses, but advisors suggest paying out of pocket to maximize HSA funds for investing and tax-free growth.
July 8
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Josh Cashman, CFA, teaches corporate finance at the University of Denver's Daniels College of Business and advises on lower-middle-market M&A transactions. Ron Neufeld, CPA, previously taught accounting at Regis University. Tom Yeh, Ph.D., is a professor of computer science at the University of Colorado Boulder, where his research focuses on artificial intelligence applications in document understanding. Together they are partners engaged in AI-driven Quality of Earnings through QoEAgent (
https://qoeagent.ai/ )July 8
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Blind trust in AI tools can be a one-way ticket to a fiduciary crisis. Here's how to build a verification process that protects your clients and your firm.
July 8
WorkWise Solutions -
Clients aren't just curious about estate planning, they're insisting that their advisors provide it.
July 7
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The Ensemble Practice's annual growth and profitability report reveals a "scissors shape" between the two, based on a survey of more than 170 firms.
July 7
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Retaining Bartholomew & Company comes as a big victory in LPL's bid to hold on to AUM and advisors from its acquisition last year of Commonwealth Financial Network.
July 7
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Amid uncertainty with inflation and political concerns with midterm elections, the latest Financial Advisor Confidence Outlook shows that advisors have become more positive after a dip in June.
July 7
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Leigh Coney, Ph.D., is founder of WorkWise Solutions, which advises, enables and builds custom AI systems for wealth and investment firms. He has authored working papers on AI adoption and analytical-skill preservation,
available on SSRN .July 7
