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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Jason Blumer is the founder of Thriveal and the chief innovative officer of his CPA firm, Blumer & Associates. He is the co-host of the Thrivecast and The Businessology Show and speaks and writes frequently for CPAs and creatives, his firm’s chosen niche. He loves to watch documentaries on just about anything. He lives in Greenville, South Carolina with his wife and their three children.
April 17
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As coronavirus roils the economy, planners have a rare opportunity to show their worth and lock in client loyalty.
April 17
Aspiriant -
It’s one of several ways that the firm is working to keep growth plans on track.
April 17
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There are important distinctions between 2020 and that meltdown 10 years ago, writes John Taft.
April 17
Baird -
Joseph Mickle is managing director of the Machinery & Equipment practice at
Valuation Research Corporation .April 17 -
Nathan Emanuel is vice president of the Machinery & Equipment practice at
Valuation Research Corporation .April 17 -
Daniel Brunow is a senior vice president in the Real Estate practice at
Valuation Research Corporation .April 17
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Deposits increased by almost $30 billion in March alone, with clients shifting out of equities and into cash.
April 17
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The firm expects a second wave of opportunities, particularly in commercial mortgage-backed securities and collateralized loan obligations.
April 17
