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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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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Raymond James and Merrill also announce recruiting deals, while LPL hires a head of cybersecurity from PayPal.
December 6
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The passive-investing juggernaut is picking up speed — and it's stirring up fresh angst about the dangers posed by the index-tracking boom across Wall Street.
December 6
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After partnering with a private equity firm, a new CEO paired emotional intelligence and equity incentives to retain talent and grow the bottom line.
December 6
The Mather Group -
All these topics and more were the subject of the recent webinar, "Morningstar's 2025 Outlook: Investment Strategies for the Year Ahead."
December 5
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Charles Nerko is team leader for data security litigation at Barclay Damon.
December 5
