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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Peter Rehm is a CPA who has spent the past three years developing an in-depth knowledge of blockchain technologies and cryptocurrencies while working as the founder and board member of a number of blockchain education and consulting entities in Atlanta. He has prepared and presented blockchain seminars and podcasts for the AICPA, at local CPA firms, and he interacts with local and nationally known blockchain professionals. His career business background has been as a financial and systems consultant to large banking companies.
December 26
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It’s easier — and more lucrative — for financial firms to pander to clients’ worst instincts than help subdue them.
December 26
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To secure retirement for both spouses, married clients need to determine their savings rate in their 401(k)s and take advantage of the employer's match.
December 24
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The additions came amid a revamping of the firm’s independent advisor compensation.
December 24
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Gale Crosley, CPA, CGMA, one of the leading growth consultants to accountants, is the president of Crosley & Co. Kacee Johnson, MBA, is a strategic advisor at CPA.com.
December 24 -
“Wells Fargo does not appear close to putting its Washington troubles behind it,” Cowen analyst Jaret Seiberg wrote in a note.
December 24
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The change would affect seniors who converted traditional accounts to Roth and paid taxes for the benefit of their heirs.
December 23
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Deferred taxation on these retirement products, in part, depends on how their distributions are made.
December 23
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