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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April brought the highest unemployment since the Great Depression. Some of these people are our clients.
May 10
Mercer Advisors -
Russell Shinsky, CPA, CGMA, is co-managing partner at
Anchin, Block & Anchin LLP and a member of the firm’s Executive Committee. He is the firm’s assurance practice leader where he focuses on the efficiency and technical proficiency of Anchin’s attest practice.May 8
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Ayme Zemke is a senior vice president of client service at Beehive Strategic Communication.
May 8 -
Changes to compensation plans get put on hold as advisors and firms reel from pandemic’s economic fallout.
May 8
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Grid stretches, small account policy changes — it’s a lot to keep track of. Our annual compensation report is here to help.
May 8
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Marc Rosen is co-founder of the
Client Experience Institute , where he consults with professional service providers who are looking to redefine how value creation is created, delivered and acknowledged. Reach him at (216) 401-5445 or atmrosen@clientei.com .May 8
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Michael Levin is the Co-Founder and CEO of Ideon, a New York-based data company simplifying the exchange of health insurance and employee benefits data. Ideon connects carriers and technology companies that are transforming the way health insurance and employee benefits are quoted, sold, enrolled and managed.
May 8
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Jeannie Ruesch works as the director of marketing at Bill.com and has worked in the accounting industry for more than seven years. She previously worked at Xero and at The Sleeter Group. She has more than 20 years in brand creation and strategy, design, social media development, demand gen and customer marketing. She’s also an author and an award-winning graphic designer.
May 8
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Crush of inflows to money-market funds has come even as the funds’ own yields approach zero.
May 8
