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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An advisor in Los Angeles wants to help his clients with their estate planning, which requires thinking about death. How can he broach the subject without scaring them?
June 20
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The latest legal challenge to the firm's "cash sweeps" policies argues advisors violated their fiduciary duties by not procuring higher yields for clients.
June 20
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The Internal Revenue Service plans to begin slowly paying some of its older claims for the fraud-plagued Employee Retention Credit this summer, but is not lifting its moratorium.
June 20
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N Shashidhar is an accomplished VP and Global Platform Head of AssistEdge with an illustrious tenure spanning more than 25 years in the software industry. Not only is he a founding member of EdgeVerve, but he also had the distinction of being a part of the vanguard team that conceptualized and established EdgeVerve as a dynamic product subsidiary of Infosys. Shashidhar's diverse experience in product and platform domains is unparalleled. Throughout his career at Infosys, he has donned various influential roles gracefully, showcasing his expertise across Technology, Client Engagement, and Functional Leadership sectors. Passionate about Strategy and Business Transformation, Shashidhar has left indelible footprints in the sands of business architecture. His remarkable contribution in transforming the Engineering Business and, later, during the nascent stages of Infosys's Products & Platforms business speaks volumes of his strategic acumen and leadership skills. As the Head of Strategy and Operations for the Edge Portfolio, he was at the helm of transforming EdgeVerve. His relentless pursuit of refining the EdgeVerve portfolio strategy has been pivotal in the organization's evolution. Academically brilliant, Shashidhar was bestowed with the University Gold Medal in Engineering. He also holds an MBA from the prestigious Indian Institute of Management, Bangalore. In the realm of software and business transformation, Shashidhar's journey and achievements stand as a beacon of inspiration and a testament to his prowess.
June 20
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The trailblazers who have found success in challenging circumstances shared key lessons and best practices as part of what will become an annual event.
June 20
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Financial advisors can create welcoming spaces, understand family structures, be thorough with paperwork and maximize savings.
June 20
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Voting 7-2, the justices said Congress has the constitutional power to tax people and companies on their share of undistributed corporate income, at least when it comes to so-called pass-through businesses.
June 20
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Drew Carrick, often known as The Rapping CPA, is a South Florida based content producer, event host and marketing strategist, focused on shifting the mindset and stereotype of the accounting profession. He regularly hosts and speaks at accounting conferences, creates and acts in digital video content, and appears on related podcasts and talk shows.
June 20
