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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Carl Peterson retired in June after more than a decade as vice president of small firm interests at the AICPA & CIMA. He has been named one of Accounting Today's Top 100 Most Influential People in Accounting every year since 2014.
November 15
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Analysts have been debating the impact on household finances and the economy as Americans resume student loan payments. There's already a squeeze from higher interest rates, which are expected to slow consumer spending and economic growth.
November 15
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The giant independent broker-dealer said Wednesday that it had created a new channel to target wirehouse advisors with high net worth practices.
November 15
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Does the tech giant's move signal the return of pensions? John Lowell of October Three consulting weighs in.
November 15
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Researchers from the Columbia Business School uncovered some major trends, but one of the co-authors says the trust of clients is one possibly immeasurable factor.
November 15
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Intuit announced a raft of new capacities and features, mostly focused on automation, workflow efficiency and integration.
November 15
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Jerry Maginnis, CPA, is a retired KPMG partner who served as the managing partner of the firm's Philadelphia office. He currently sits on several public company boards and is the author of "Advice for a Successful Career in the Accounting Profession"
November 15
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Jason Stverak is the chief advocacy officer of the Defense Credit Union Council.
November 15
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Shirl Penney and other firm leaders discussed the firm's ambitions and plans in the M&A market.
November 15
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Souvik Das is chief product and technology officer at
Clearwater Analytics . He was most recently CTO at Zenefits, where he led all product development, operations, infrastructure, information security and information technology. He served as senior vice president of engineering at Grand Rounds prior to Zenefits and prior to that served as chief technology officer at Capital One Auto Finance, leading all of engineering for the multibillion-dollar business unit. At Capital One, he led the migration of COAF's on-prem infrastructure to public cloud, and the modernization of COAF's technical stack. Before that, he spent a decade at PayPal, where he held a number of increasingly responsible management positions in software engineering including leading the merchant technology team, a global team of several hundred engineers.November 15
