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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Jill Pappenheimer is a partner in the HR Consulting practice at BPM, a West Coast-based accountant and advisory firm that ranks among the 50 largest in the United States. She brings 30 years of experience supporting the people function for organizations ranging from large financial institutions to small entrepreneurial teams.
December 9
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Luke Templin, CPA, vCFO, is a virtual CFO building his second client accounting and advisory line of business for Hancock/Dana CPAs by day, and a consultant helping CPA firms grow as a co-founder of
a2advisers.com by night, focusing on modernizing the CPA profession and changing it from a compliance-focused profession to an advisory-focused profession. A graduate of the University of Kansas with a master’s in accounting, Templin lives in Omaha, Nebraska, with his wife, two daughters, and dog. He is an avid outdoorsman and loves to cook for his family.December 8
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The top 20 outpaced the broader industry and had an average net expense ratio far below the 0.45% investors paid last year.
December 8
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Jon Stein was a pioneer of the robo advice industry, building a $25 billion firm over the past decade.
December 8
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Stephen Boals develops new strategies, partnerships and evangelizes Ephesoft solutions. He has over 16 years in the intelligent document processing area and has sold, serviced and deployed solutions for Fortune 500 organizations.
December 8
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The Buffalo, New York location is the independent firm’s 12th nationwide.
December 8
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Brian Truscott oversaw more than $330 million in client assets.
December 8
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The firm also added a new unit to accommodate its dramatic advisor growth — from one to 140 in seven years.
December 8
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Kenneth Duvall is a partner in Miami-based law firm Bilzin Sumberg’s litigation group.
December 8
