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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Best-case negotiation scenario? You're happy to stay but willing to sell if the price is right.
September 5
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Eric Rodriguez is a financial advisor, a volunteer, a mentor, an author, a philanthropist, a father and a husband. He's also something else: a Rising Star.
September 5
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Competition was stiff among this year's nominees, with nearly 150 submissions from across the industry.
September 5
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Mikhail Karataev is an anti-money-laundering analyst with Citi. He holds a Ph.D. in economics and has authored more than 100 articles and books on the topic of regulatory compliance. He has held various positions in the banking industry over a 15-year career.
September 4
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