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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As U.S. chief operating officer at Esker, Steven Smith is responsible for all operations in North, South and Central America. He joined Esker in 2003 as the director of sales. Prior to Esker, He spent 17 years at Equitrac Corporation as the senior vice president of worldwide sales and two years in sales at Pitney Bowes.
January 24
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Tax pros who have begun working on their clients' returns are encountering a slight change in wording at the top of Form 1040.
January 24
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The 2023 season just opened, but you should still plan now for next year.
January 24
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Mia Barnes is a health and wellness freelance writer with over 3+ years of experience specializing in workplace wellness. Mia is also the Founder and Editor-in-Chief of
Body+Mind Magazine , an online healthy living publication. Follow Mia and Body+Mind onTwitter !January 24
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The regional broker-dealer and investment advisor made veteran insider Anthony "Tony" Miller interim president as CEO Tim Scheve steps back. Here's what advisors considering alternatives to the wirehouses can expect from Miller's leadership.
January 23
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Jalina Kerr, the managing director of client experience at Schwab Advisor Services, wants to make digital adoption easy for RIAs.
January 23
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Dasle Hong is the Senior Manager of Employer Brand & Internal Communications at DailyPay. She is an innovative digital strategist with 10+ years of expertise in social media, employee engagement, and internal/executive communications. Dasle is passionate about cultivating connections between employees and a company through corporate philanthropy, employer branding campaigns, and authentic storytelling. Dasle is also a published author in the Oxford University Press textbook: Digital Strategies: Data-Driven Public Relations, Marketing, and Advertising.
January 23
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A chief counsel memo says taxpayers who want to claim tax deductions for donating cryptocurrency need to first receive a "qualified appraisal" if the amount exceeds $5,000.
January 23
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Cedarwood Financial Partners left Edward Jones after decades in an effort to carry out ambitious growth targets.
January 23
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David Osborne is CEO of
Caseware International , the leading software-as-a-service provider to the auditing and accounting industry.January 23
