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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No one knows how advisory firms should best leverage budding metaverse technology. And experts say if someone suggests otherwise, their confidence is likely virtual.
April 10
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The midsize wealth management firm with 250 advisors chose to be an independent subsidiary rather than folding into a private equity firm or an RIA aggregator.
April 10
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Connor Murdock, CPA, is senior crew with AuditClub, where he executes and reviews audit and assurance procedures to support CPA firms and companies throughout the U.S. He has over five years of external audit and transaction advisory experience at Deloitte and Elliott Davis.
April 8 -
As founder and president of
CPAClub , Chris Vanover blends expertise in public accounting, auditing, regulation, innovation and education to drive meaningful change in the profession. A two-time Accounting Today Top 100 Most Influential People honoree, he is committed to advancing excellence and progress in accounting.April 8
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A new Morningstar report says that tax benefits outstrip the appeal of creating and owning a bespoke basket of stocks.
April 7
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Once primarily an issue for Democrats, GOP gains in New York have made the deduction an issue for them, too.
April 6
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Giving serious thought to plan benefits and costs early on will attract top talent and establish a workplace where employees know their personal well-being is valued.
April 6
Raymond James -
More than 41% of U.S. workers drain their retirement savings when they quit or get fired, according to a new study. Why?
April 6
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This year's conference features sessions centered around improving the client experience, future proofing your business and understanding the regulatory environment.
April 6
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Steve Voss serves as Vice President of Independent Business Consulting at Raymond James. Drawing on more than 15 years of business consulting experience, he has partnered with hundreds of financial advisors across the country to establish their independent businesses.
April 6
