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.
-
Advisors identified the SEC's new marketing rule as the "hottest" regulatory topic for the third year in a row.
July 20
-
Jennifer Harrity-Cantero, SEA, brings more than 20 years of business and marketing experience to her role as the leader for the Sensiba Center for Sustainability at
Sensiba LLP . She leads the firm's core sustainability efforts as well as consults with small to medium size business clients assisting with their sustainability strategy. She led the firm's B Corporation certification process, resulting in SSF becoming the first California accounting firm certified as a B Corporation. In 2020, she launched the firm's Sensiba Center for Sustainability, to help companies move to a purpose-driven, sustainable business model that includes social and environmental performance, accountability, and transparency. Harrity-Cantero hosts the Rebooting Capitalism podcast that digs into why traditional capitalism is broken and what people are doing to fix it. She also as honored in 2021 by the San Francisco Business Times as one of the 100 Most Influential Women in Businesses. She received a dual bachelor's degree in graphic design and photography from California State University, East Bay. She also holds a diversity and inclusion certificate from Cornell University. She has been a member of the Association for Accounting Marketing for the past 10 years and has served on the board for the past several years. Outside of work, she enjoys CrossFit, kayaking, and spending time in the redwoods.July 20
-
-
-
To ensure their employees' financial wellness, emphasizing financial literacy is key.
July 20
-
Family offices have joined strategic buyers and private equity companies in competing for M&A deals.
July 20
-
Plus, Future Proof unveils demo drop finalists and RFG adds AI to its platform.
July 20
-
Shahar Plinner is founder and CEO of Formations, a predictive tax and accounting solution for the self-employed. An accounting expert with over 20 years of experience in the field, he is an entrepreneur known as The Tax Guru on the West Coast.
Before founding Formations, Plinner moved to Seattle from Israel and founded, scaled and sold a leading tax and accounting firm in the Seattle metro area.
July 19
-
Whether it's due to a health problem or a layoff, many Americans don't get to choose when they leave the workforce. Advisors can help them be ready.
July 19
-
The Wall Street giant struggles amid plans to rely less on its own balance sheet and more on fees from managing others' investments.
July 19
