In|Vest West 2018 Direct

Robert Shapiro is a marketing professional with deep roots in the CPA community. During his tenure as marketing director for a major New York City-based CPA firm, it grew from $14 million to $50 million in collections and from 17 partners to 54 partners. He was the founder of his own marketing consulting firm and provided outsourced marketing services to CPA firms up and down the Eastern Seaboard. He is classically trained in corporate identity and branding.

Morgan Snyder is the owner of CAllc Research Publications in New York.

Matt Verdecchia is Senior Trainer/Organizational Development with the EAP+Work/Life division of Health Advocate, a leading health concierge and benefits solutions company.

Chip Scully is the Chief Revenue Officer at Vault. Vault is a student loan assistance benefits technology company whose strategic investors include Prudential, John Hancock, and CUNA Mutual.

In two recent moves, the firm promoted one of its own to regional director and lured another back from AllianceBernstein.

Global equities notched their largest monthly gain since at least 1988, while multiple major benchmarks are at or near all-time highs.

Advisors will face a drastically changed industry landscape and Schwab, already an industry leader, will play an even more outsized role in the marketplace.

With COVID-19 cases soaring, a growing number of banks, including JPMorgan Chase, U.S. Bancorp and Capital One, have pushed back target dates for bringing employees back to offices. Some are even allowing them to work from home indefinitely.

This year’s report on advisor compensation shows how RIAs and IBDs are attracting, retaining and rewarding talent.