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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Jay Nisberg, Ph.D., is a leading management consultant to the CPA community. For the past 20 years, Jay has been named one of Accounting Today's Top 100 Most Influential People in public accounting. Reach him at
jaynisberg@gmail.com .Alan Grad is chairman and CEO of American Business. The firm was founded in 1967 and serves as a high-end insurance resource to CPA and law firms, risk management firms, financial advisors, and sports/entertainment agencies. Reach him at
agrad@americanbusiness.com .May 11 -
In a still male-dominated industry, does the network help attract and keep more women at the firm? CEO Shirl Penney says yes and has the results to prove it.
May 11
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Allison Velez is Chief People Officer for Paladina Health, one of the country's largest providers of direct primary care. Paladina Health partners with employers and unions to provide healthcare solutions that minimize costs, enhance access to quality care, and improve employee health outcomes.
May 11
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Those who feel they have inadequate savings may consider going back to work after the pandemic, even if it's on a part-time basis, according to an expert.
May 11
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Charles Schwartz is co-chair of the outreach and communications working group at the Alternative Reference Rates Committee.
May 11
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Andrew Gray is co-chair of the outreach and communications working group of the Alternative Reference Rates Committee.
May 11
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For clients fortunate enough to not need them, minimum distributions are not required this year in most — if not all — cases.
May 10
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April brought the highest unemployment since the Great Depression. Some of these people are our clients.
May 10
Mercer Advisors
