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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Marc Howard is the founder of
Firmlever , a platform designed to empower accountants with insights and tools to optimize firm valuations. By focusing on metrics that matter—like revenue per full-time employee, profitability and operational efficiency—he helps firms position themselves for growth, attract investors, or prepare for acquisition.March 25
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The 20 funds in this ranking shed more than $793 billion over the period.
March 25
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Cheryl Brown Merriwether brings over two decades of experience in corporate human resource management, addiction recovery awareness and adult education to
ICARE . As executive director, she oversees and directs the administration, operations and student support services for ICARE’s three divisions. Cheryl is also the 2021/2022 President ofGOSHRM . Connect with Cheryl via LinkedIn.March 25
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Several proposals have so far failed to pass the SEC's muster.
March 25
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Jennifer Booth is the vice president of accounting at
LeaseQuery , a purpose-built, CPA-approved lease accounting software solution for the most comprehensive regulatory reform in 40 years.March 24
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More fund managers are entering the exchange-traded sector. Investors are following.
March 24
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The brokers are offering their practice management lessons and resources as scale becomes increasingly crucial to wealth managers.
March 24
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The trading app could go public late in the second quarter.
March 24
