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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It's not that most firms lack distinct services and a distinct character. It's that so many are bad at conveying these traits to potential clients.
March 19
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Financial advice is a crowded field. Experts offer techniques to find new clients and distinguish your business.
March 19
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In the era of artificial intelligence, clients of all ages and education levels are vulnerable to digital bunco artists. Here's how to help clients protect their investments.
March 19
Janus Henderson Investors -
Regulators contend two firms falsely advertised themselves as the first to apply artificial intelligence to investment recommendations.
March 18
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Amanda Martell is director of human resources for LifeSpeak Inc. She has extensive experience across a range of industries and is skilled in leadership, training and development, and employee relations.
March 18
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Ellen Choi is the CEO of
Edgefield Group , a consultancy that offers services at the intersection of AI, technology, and business transformation to solve Top 500 CPA firms' biggest challenges. She is the Co-Founder and Advisor atAiwyn , a technology company helping accounting firms streamline their practice management. Aiwyn has been recognized with Forbes 100 Rising Stars, Boomer Visionary Award, and AccountingToday's Award. Her past includes working in Google' Finance team, Stanford engineering, and Harvard MBA. She is a serial entrepreneur with a passion for driving innovation in the accounting profession.March 18
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Jonathan Steele is the director of product management at Motus, the mobile workforce solution simplifying the reimbursement and management of all vehicle and device costs through personalized calculations.
March 18
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Allison Henry serves as the vice president of professional and technical standards at the
Pennsylvania Institute of CPAs . She oversees the PICPA's peer review and ethics programs, while facilitating the operation of eight state-wide technical committees.March 18
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A federal court has temporarily halted the Securities and Exchange Commission's climate-related disclosure rule in response to a lawsuit from a pair of fracking companies.
March 18
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Financial advisors and tax experts say HOA fees are usually not deductible, unless the home is used for a business or as a rental property.
March 18
