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.
-
Scott Engelbrecht is the chief development officer for
CLA . For more than 30 years, he has dedicated his career to providing business and financial solutions to the firm's clients through its business lines: audit, tax, consulting, outsourcing and wealth advisory. In his current role as chief development officer, he is not only focusing on the firm's organic client growth but also driving forward greenfield opportunities, including opening new CLA locations and bringing other firms across the U.S. into the CLA family. He supports the development and management of the firm's financial reporting systems, and he coordinates across CLA to develop and manage appropriate measuring and reporting approaches required to accomplish the needs of the firm. Engelbrecht is also responsible for helping the firm reach stated financial goals for service lines, industry groups and geographic regions. As chief development officer, he leads and coordinates the overall facility management requirements of the firm and is responsible for coordinating a consistent approach operationally and financially regarding all lease, merger/acquisition and principal-related agreements.March 21
-
Get expert analysis of the May FOMC meeting, inflation outlook, and Powell's comments.
-
As inflation cools, Social Security's annual cost-of-living adjustment is projected to decline in 2026. Seniors say the benefit bump won't be enough.
March 20
-
These tax-advantaged savings accounts will be open next year to a much wider range of disabled clients.
March 20
-
As a subscriber to Financial-Planning.com, you can earn up to 12 hours of CE credit from the CFP Board and the Investments & Wealth Institute.
March 20
-
The research and consulting firm spoke with more than 11,500 investors last year about their wealth management company. Here's how 36 firms fared in the survey.
March 20
-
-
-
-
The case is the latest to shine a light on the conflicts of interest and bitter recrimination that can arise from the personal relationships advisors often form with clients.
March 19
