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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“The combination of low rates, curbs on state and local tax deductions, and consistent economic expansion have been a nice tailwind,” an analyst says.
October 9
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The market information giant provides financial data and infrastructure to more than 40,000 institutions in over 190 countries.
October 9
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Kevin Cumley is director of the Sage Intacct accountants program where he is responsible for managing the BPO/outsourcing channel in partnership with CPA.com (an AICPA company). He started his career in public accounting during the 1980s implementing the first generation of PC-based accounting systems for small to midsized organizations. Cumley then founded and was president of Forepoint, an award-winning reseller of accounting software, which over the next 20 years became one of the largest and most successful VAR’s in North America and was consistently ranked as a Top 100 firm. For several years prior to joining Sage Intacct he was an executive with Abila developing and building programs for channel partners and the CPA industry.
Cumley has over 30 years of experience in the technology industry providing ERP, CRM and HRMS solutions to small and midsized companies and is recognized as a leading expert in outsourced accounting using cloud financial solutions. He was also a founding member of the Information Technology Alliance, where he served on the Board of Directors and was board chair, along with being instrumental in developing several key initiatives while there including the project management and leadership development programs.
Cumley is a regular speaker at industry conferences and has delivered presentations on a wide variety of topics including cloud solutions, outsourced accounting, mergers and acquisitions, project management, technology trends, process improvement, and business development.
October 9
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Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.
October 9
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The organization is focusing its efforts on diversity, technology and creative product development in 2020, says Jim Fitzpatrick, president and CEO of the group.
October 9
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Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.
October 9
Delta Data -
The right toolkit can help clients accomplish their dreams and ease the financial burden on their loved ones.
October 8
