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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Great leaders emerge from failure in the world of financial services and fintech is no exception. Moven founder Brett King shares his take on persistence and how it's worked for him.
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Marcus Wagner is founder and CEO of
AcctTwo , a business process outsourcing firm for middle-market companies. He has more than 20 years of experience working with large, midsized and small companies in the areas of financial accounting and auditing, process and internal controls consulting, and management advisory services. His career began at PricewaterhouseCoopers, where he spent time in the financial audit and risk advisory practices. He was a co-founding partner of Calvetti, Ferguson & Wagner, an accounting firm, before founding AcctTwo.July 31
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Amid coronavirus-imposed lockdowns, the firm will retool and retrain approximately 3,000 young advisors.
July 31
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Fintechs are facing unique challenges in the pandemic. There might be a resurgence in funding on the horizon, but startups are looking to see what they can do now to weather the storm.
July 31
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Any tax increases on high-income individuals and corporations would be offset by massive spending packages targeted at accelerating the country’s recovery from the coronavirus, according to the firm.
July 31
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The wirehouse added a pair of veteran advisors from its rival after picking up several new hires in recent weeks.
July 31
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“Astute RIA leaders recognize that now is an opportunity for growth,” says one advisor.
July 30
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About two dozen advisors are using the software now, and the firm is making changes based on their feedback, an executive says.
July 30
