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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Sabeth Siddique is a risk management consultant at Quannah LLC and former deputy chief risk officer at a major regional bank. He is a former Federal Reserve bank supervisor.
May 29
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Greg Feldberg is a lecturer at the Yale School of Management. He is a former senior associate director at the Office of Financial Research and Federal Reserve bank supervisor.
May 28
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