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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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
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Climate-related disclosures will bring complexities requiring short- and long-term action by financial institutions, and the first reporting could begin in fiscal 2025.
June 20
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This year's Greenbook proposals contain some greatest hits, including a higher corporate minimum tax.
June 19
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There are times when vendor contracts must come to an end, particularly as new technology providers enter the market. CEOs offer tips for ending a vendor relationship and what to put in contracts to protect data in a breakup.
June 18
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Zor Gorelov is a senior advisor at Klaros Group, where he focuses on helping clients deploy and manage technology solutions, with a particular focus on generative AI. He is a successful entrepreneur with more than 25 years of experience in the software industry.
June 18
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Monica McCorkle, Director of Health Coaching and Nutrition Health Services with Marathon Health has been in the prevention, health and wellness field for most of her adult life. As a registered dietitian nutritionist, certified diabetes care and education specialist, and nationally board-certified health and wellness coach with extensive leadership experience, she provides support and subject matter expertise for Marathon Health's wellness coaching team, as well as the RDN/HWC LevelUp, Weight Management and Diabetes Management products.
June 18
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An industry recruiter notes that many wealth managers who switch firms receive money from their new employer to cover forfeited deferred compensation.
June 18
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Vanguard found that baby boomers' retirement outlook has improved, and here's why.
June 18
