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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Savant Wealth Management, Moneta Group Investment Advisors and EP Wealth Advisors lead a group of fee-only firms with headcounts well above their peers.
November 25
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Mindy Neira found that embracing her passions helped build a niche that fulfills her.
November 25
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Reza Amin, PhD, is a visionary leader in health technology and the founder of Bastion Health, a groundbreaking digital platform redefining male healthcare through innovative technology. With a career spanning Health Tech and Med Tech, he seamlessly integrates advanced solutions with essential healthcare services, showcasing his deep expertise and entrepreneurial spirit. Amin's work continues to bridge gaps in care, transforming lives and advancing healthcare innovation.
November 24
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George Tziahanas is VP of compliance and associate general counsel for Archive360.
November 24
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