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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Cash is flooding into actively managed developing nation funds, which many investors suspect are undervalued.
April 1
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Adam Lean is the CEO and co-founder of
The CFO Project , a training company that trains accountants, bookkeepers, CPAs and Enrolled Agents to offer an outsourced CFO/advisory service.March 31
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WTF CPAs has used artificial intelligence to get a jump on busy season, just in time for April 1.
March 29
Rosenberg Associates -
The budgeting app has already garnered support from NBA superstars and is looking for more growth.
March 28
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The retirement crisis looms larger than ever as new research shows how many U.S. adults have no long-term savings.
March 28
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As managing director and lead of Kotter's European practice,
Nick Petschek draws on his wide skill set to help organizations formulate and achieve their strategy and culture goals. Nick aids clients in surfacing the delta between organizational aspirations and reality, closing that gap together. His career journey has been one of constant curiosity and learning. From the awe-inspiring circus to the nimble world of unicorn startups, to the process-oriented United Nations, he has tackled challenges related to telling a compelling story and envisioning a new future, scaling, sustainability, and culture transformation. His clients have ranged in size and industry, with a focus on technology and government.March 28
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Jeremy Bilsky is the senior director and general manager at
Advance Partners , a Paychex subsidiary that provides payroll funding to staffing firms. He has direct leadership responsibility for the Advance Partners business unit, leading the senior management team and all related functional areas. He has been with Advance Partners for over 20 years in many capacities.March 28
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Danielle Fagre Arlowe is the senior vice president of state government affairs for the American Financial Services Association.
March 28
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The lengthy sentence marks a final chapter in a controversy that has captivated and overshadowed the crypto industry.
March 28
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Private investigators for private products? More money managers are soliciting help to better determine actual values.
March 28
