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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Joseph Graziano, CFP, is vice president and wealth management partner at
FFP Wealth Management . He and his team help manage over $2.4 billion in assets. FFP Wealth Management has served the unique needs of the accounting community for over 28 years and was formed out of a dire need for accountants and financial planners to join forces in providing premium services to their clients.February 1
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Aiysha "A.J." Johnson is the Americas Region executive director at
BKR International , a global association of public accounting and advisory firms in more than 80 countries.February 1
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New IRS rules that allow a surviving spouse more time to file for an estate tax benefit and higher audit rates for wealthy individuals are just two developments for advisors to note.
February 1
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Crisanto Francisco, CPA, is a partner at Lindquist, von Husen & Joyce LLP, focused on nonprofit organizations, affordable housing developers, real estate partnerships and property management companies. Reach him at
cfrancisco@lvhj.com .February 1
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The IRS has compiled a list of mistakes they often see on tax returns.
February 1
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Sisters Jewel Waller Davis, Joyce Waller Baden and Betty Waller Gray reflect on the financial lessons of their family's 120-year-old business and proud history.
February 1
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Congress is gearing up for another debt war, and the collateral damage could include Social Security, Medicare and the stock market.
January 31
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As thousands of advisors prepare to join the Schwab family later this year, officials want to remind them exactly what they stand for.
January 31
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A group that's been historically blocked from growing generational wealth is ready to engage. Is the wealth management industry prepared?
January 31
Prudential -
Salene Hitchcock-Gear is president of Prudential Individual Life Insurance, a unit of the financial services company that offers consumers a diverse portfolio of life insurance products. She is an insurance industry veteran with more than 30 years of experience.
January 31
