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.
-
Isaac Heller is President and Founder of
Trullion , the leading AI-powered accounting and audit platform. Trullion works with Big 4 professional services firms, Fortune 500 companies, and more than 3,000 organizations worldwide.May 29
-
-
Sterling F. Cunningham, EA, is the founder and CEO of
Sterling Tax IQ LLC and creator of TaxAdvisor 360, an AI-powered IRS procedural guidance assistant grounded in Circular 230. He served 24 years with the IRS as a revenue agent and appeals officer, including roles as an on-the-job Instructor and policy analyst.May 29
-
Talking about the importance of one type of tax planning or another is far different from implementing all of those strategies across the industry.
May 29
-
-
-
Section 529 plans, or qualified tuition programs, offer tax-advantaged savings for educational expenses, but advisors say clients should also consider the accounts' limitations.
May 28
-
The rankings of the fastest-growing RIAs over the past 12 months, compiled by AdvizorPro, highlight key nuances of the channel's rapid expansion.
May 28
-
A report from the Financial Stability Board said limited transparency in the private credit market makes it difficult for regulators to monitor and understand risks, potentially masking challenges to the financial system.
May 28
-
Rajeev Khanna is the chief information officer at Trucordia. He is a seasoned executive leader with over three decades of experience in insurance and other industries, directing global technological operations, product development, and infrastructure management. He balances strategic thinking with innovation and hands-on execution, leveraging his deep understanding of how technology can unlock value in the insurance industry. His expertise spans e-commerce, banking, technology, and professional services. With a passion for building effective and sustainable teams, Khanna has fostered collaborative environments while managing globally dispersed operations through his leadership and top talent mentorship.
May 28
