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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The group includes an advisor who oversaw $843 million.
March 1
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The Internal Revenue Service released guidance Monday for employers claiming the employee retention credit for 2020 and how it relates to eligibility for the Paycheck Protection Program.
March 1
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Laurie Pierman, vice president, claim operations and shared services at Amerisure, is a seasoned insurance executive with more than 30 years of experience. At Amerisure, she is responsible for claim reporting and metrics, budget, claim intake, recovery, vendor management, and claim technology. Laurie received a Bachelor of Arts, Economics, from the University of Michigan and holds a senior claims law associate (SCLA) designation.
March 1
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Scott Flicker, CPA, is a partner in the global employer services practice of Deloitte Tax LLP. He has 30 years of experience in the field, and focuses primarily on the technology and media industries.
March 1
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The most gilded name on Wall Street has been dealt a blow with two top leaders from its Marcus consumer unit defecting to a new Walmart venture, mere weeks after they were elevated.
March 1
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Mike Prewitt is a partner in the global employer services practice of Deloitte Tax LLP. He has over 20 years of experience, including a focus on helping companies support and administer mobile employees.
March 1
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Koen Beckers is a partner in the global employer services practice in Belgium of Deloitte. He has more than 20 years of experience, and is also the talent partner for Tax & Legal in Belgium.
March 1
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Career mobility and heightened client dependence are two unexpected by-products of extreme uncertainty, writes Jodi Perry.
March 1
Raymond James Financial Services -
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Firms are on the hunt for new talent, and they are upping their offerings to find and keep it.
February 26
