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.
-
Terracina Maxwell is the president and co-founder of
Arvo Tech , located in Columbus, Ohio. She helps businesses navigate an ever-changing tax landscape and focuses exclusively on assisting employers in unlocking the full value of federal and state incentive programs.June 6
-
Deferral of taxes is the name of the game when it comes to eeking out extra profits.
June 6
-
Losing your job sets into motion a series of financial twists. Planning ahead can help.
June 5
-
CEO Peter Mallouk says more growth is on the way for his firm after the private equity-backed company unveiled its second billion-dollar deal of the year.
June 5
-
Brooke Wilson is the Head of Resources for Living, a division of CVS Health's Mental Well-being, a leading provider of mental health and employee assistance program (EAP) solutions to members around the globe. In her current role, Brooke oversees Resources for Living's strategic direction and product fidelity while also developing solutions to engage and improve the mental well-being of members, caregivers, employers and communities.
June 5
-
Series I bonds were such a good deal last year that one New York lawyer bought $20,000 worth of them. One year later, what, if anything, should he do?
June 2
-
Players from the Notre Dame Fighting Irish football, soccer, baseball and lacrosse teams have joined Performance Wealth's new program.
June 2
-
The SEC case is the latest to highlight the risks investors run when they get involved with "blank check" companies.
June 2
-
Rollovers are difficult, complicated and prone to costly mistakes. In other words, they're a chance for wealth managers to shine.
June 2
-
John Mark Respeto is manager of the technical accounting group at
Scrubbed , an accounting outsourcing firm. He has eight years of in-depth accounting and auditing experience and extensive knowledge of IFRS and U.S. GAAP. He assists companies in ensuring compliance with standards (particularly in adopting new standards), preparing and reviewing financial statements, internal controls assessment for SOX/PCAOB reporting, and technical accounting consultation, and facilitates technical accounting training. Additionally, he serves as Scrubbed's ESG advisor.June 2
