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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Diane Bartoli is the SVP of EdAdvisory Services at Bright Horizons and a member of the Bright Horizons Executive Committee, overseeing branded offerings EdAssist and College Coach – which leverages a range of offerings, including tuition reimbursement, student loan repayment, financial college advising and more to help employers combat employee attrition and fill critical labor gaps, while enabling employees to realize their fullest potential.
December 8
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Germaine Cota, CPA, is senior vice president of finance & accounting at BILL.
December 6
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Just before the year ends, Congress may pass the Social Security Fairness Act. Here's what's in the bill and who it's for.
December 6
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Recruiting moves, M&A deals, influxes of capital, internal rollups and business pivots are fueling the industry's race to scale.
December 6
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Wealth Enhancement Group is the second large OSJ to go separate ways from LPL, following Merit Financial Advisors
December 6
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Jacob T. Crowley, CPA, is an assistant professor of accounting at the James F. Dicke College of Business Administration of Ohio Northern University. Prior to joining the faculty at ONU, he was an auditor in the Deloitte Cleveland office focusing on manufacturing and landscaping services. He teaches principles of accounting, intermediate financial accounting, auditing, accounting information systems, and is the capstone program coordinator at ONU. He performs research on audit quality, accounting pedagogy, and NCAA college athletics. He is a certified public accountant in the state of Ohio and a member of the board of directors of the North American Accounting Society.
December 6
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Ashley Monaco is a professional assistant professor of accounting at Walsh University. She holds CPA and CFE licenses, as well as a master's degree in forensic accounting from Ohio Northern University. Before joining the university, she worked as an auditor for a midsized firm. She also serves as the advisor for the university's accounting club and is actively involved in fostering connections between academia and industry.
December 6
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LinkedIn still rules for professionals, and newer platforms like Bluesky are on the rise. But is social media even worth the effort for advisors these days?
December 6
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In Preston Cherry's guide to avoiding the stigmas around money to find what he calls "your financial harmony," he also shares his personal struggles and path to transformation.
December 6
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