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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Christopher Tidball is an executive claims consultant, industry speaker and author of multiple claims improvement books, including "Re-Adjusted: 20 Essential Rules to Take Your Organization from Ordinary to Extraordinary".
March 14
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The threat of a government shutdown receded Friday, but the IRS would nevertheless still operate during tax season, even at lower capacity, in the event of a shutdown.
March 14
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Retirees are living longer than ever, but the wealth management industry is far from unanimous about how to plan around that fact.
March 14
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Nick Bernardo is the founder ofOnBord , an onboarding compliance automation tool.A certified financial planner (CFP), he has spent the last 25 years in the financial services industry, including as a family wealth planner.
March 14
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More than a half dozen new domain names are aiding Pat Brown of Creative Planning in reaching across niches as part of the evolution of NIL and money education.
March 14
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Stifel pulls a $1.35 billion team from Raymond James, while LPL draws from Edward Jones and Wells Fargo, in advisor moves this week.
March 14
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Jesse Silvertown is the principal at
The Ledge Company , a forensic accountancy specializing in select M&A and high-profile public disputes. Previously, he was the first CFO at a high-growth, venture capital-backed startup and an executive at Ernst & Young, where he chaired various forensic sectors, including sports, media, technology, entertainment, private equity and M&A sectors (East Coast). He is based in New York City.March 14
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Prasad Barri, CPA, CA, CMA, is a tax advisor, financial analyst and accounts manager at Saicedar LLC who focuses on U.S. business structure consulting and tax planning.
March 14
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Chris Purves is president of
Greenfield Insurance Agency , which offers insurance programs for both for-profit businesses and nonprofits. With an understanding of the unique challenges faced by small businesses, Purves enjoys servicing these companies and offering coverage to help through uncertain times. Greenfield Insurance provides coverage for general liability, property, workers comp, directors and officers, cyber liability, employment practices, professional liability and more.March 13
