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.
-
John N. Vitucci is a partner and ESOP practice leader at
PKF O'Connor Davies . He has more than 30 years of experience working with Fortune 500 corporations, private businesses and investment banks in all areas of employee benefits, executive compensation and ERISA. He is currently an adjunct professor at Columbia University where he teaches pensions and ERISA and oral communications for actuaries in the Actuarial Masters Program.April 17
-
Over half of America's workforce lacks access to retirement plans like 401(k)s. A new bill aims to change that.
April 17
-
-
U.S. stocks have convulsed in April as investors reacted to twists and turns in Trump's tariff policies.
April 17
-
Lack of communication about estate plans and the reasons behind them is sure to cause static among client families down the line.
April 16
-
The pros and cons of giving discounted or free financial advice to those close to you.
April 16
-
The structure has been delivering tax savings to advisory practices and other professional services firms for decades. But experts say sometimes it's not the best fit.
April 16
-
Cathy Knepp leads HR at
Platform Accounting Group , a next-gen accounting firm with more than 900 employees. She is committed to creating better experiences for accountants through people-first policies and practices that support better work. She has a tenured career in financial services and more than a decade of experience in various areas of the accounting industry.April 16
