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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Joseph R. Mason is a fellow at the University of Pennsylvania's Wharton School and an academic affiliate at the BVA Group. Dr. Mason was previously a professor of finance and the Hermann Moyse, Jr./Louisiana Bankers Association chair of banking at Louisiana State University, a senior financial economist at the Office of the Comptroller of the Currency, and a visiting scholar at the Federal Reserve Bank of Philadelphia and the Federal Deposit Insurance Corp. He holds a doctorate in economics from the University of Illinois at Urbana-Champaign.
January 29
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Stifel chief executive Ron Kruszewski said surging markets have forced firms to be particularly choosy about which advisors they try to poach from rivals. That may change this year.
January 29
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Billy Angelo is the managing partner of
Angelo & Associates , a CPA firm focused on businesses in the professional services sector. He has been in the accounting industry since his graduation from the University of Delaware, and currently lives in New Providence, New Jersey with his wife and four children.January 29
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For accountants with clients with multiple entities, one of the biggest bottlenecks is in multi-entity consolidation, especially family offices. How can you, as their trusted advisor, help combat the issue?
January 29
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The industry self-regulator is also concerned about third-party vendors, anti-money-laundering policies and whether certain annuity products are in clients' best interests.
January 28
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Avantax acquired Sweeney Kovar, and Marsico Financial Group bought Care Accounting.
January 28
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Firms are deploying new tools to create campaigns and track how effective their marketing spending is, but the core concept of connecting directly with clients and prospects on a human level hasn't changed.
January 28
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The first-of-its-kind survey of the channel showed that among directors, women can expect tens of thousands of dollars less than men in the same roles.
January 28
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Jeffrey Dobyns, the president of SageSpring Wealth Partners, says he and his colleagues were looking for greater freedom to make use of technology their clients wanted and needed.
January 28
