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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Co-Founder, Senior Vice President, Sales and Strategic Partnerships
cPaperless/SafeSendJuly 1 -
Nicole Fluty is product manager for OfficeTools at AbacusNext, with over a decade of experience with OfficeTools. She directs and manages rollouts for new features and quarterly public updates delivered to thousands of users. Fluty travels the country meeting with accounting professionals to better understand their challenges and design practical solutions.
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Grappling with margin pressure, consolidation and fragmentation, the sector questions its identity
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Glenn Newman is a shareholder in Greenberg Traurig LLP's tax practice and the former president of the New York City Tax Commission.
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Those who don’t pay them back could lose up to 45% of their potential savings.
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Greg Bryant is senior managing director at
Source Advisors where he is responsible for key client relationships and strategic development for the firm.July 1
