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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Al Anderson, CPA, is the president and founder of Accountability Plus LLC, and Tyler Anderson, CPA, is manager of audit innovation.
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Tyler Anderson, CPA, is a consultant with Accountability Plus, where he helps firms modernize workflows, tools, and methodologies to deliver smarter, faster, and more strategic client service. He brings deep A&A expertise and real-world leadership shaped by over two decades in the Minnesota Army National Guard, including domestic crisis response and two overseas deployments.
March 3
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The wirehouse aims to bolster its advisory business by gaining a dominant foothold in the stock plan administration software industry.
March 3
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From travel bans to working remotely, here is how firms including Wells Fargo, Edelman, RBC and others are preparing for a possible pandemic.
March 3
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The world’s pile of negative-yielding debt has grown as the economic backdrop soured and fears of a pandemic mounted.
March 3
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The independent firm is pursuing an ambitious agenda, but will do so without a pair of former divisional presidents.
March 3
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While the sustainable industry accounts for less than 1% of the $20.7 trillion held in U.S. mutual funds and ETFs, the space is growing fast.
March 3
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Boyle held a variety of roles in his 15-year career with Steve Cohen, starting as director of research and head of equities at SAC Capital Advisors.
March 3
