In|Vest 2018: Innovations & Digital Transformations in Wealth
In|Vest 2018: Innovations & Digital Transformations in Wealth

Boomers are the new Millennials. 401ks are hot. All the major market leaders are looking for the perfect robo + advisor strategy. No one’s actually executed it.. AI is more than a buzzword, but not yet worthy of the hype. Customer acquisition and engagement are on everyone’s mind. Competing technology models are forcing firms to choose a path—soup-to-nuts solution, or a la carte ordering? Partnerships. Blockchain. Chatbots. Beyond TDFs. Innovation, innovation, innovation.

The wealth management industry is at a crossroads, as industry leaders embrace digital transformation. But embracing and rolling out across customer segments are proving to be two very different challenges.

Now in its fourth year, In|Vest 2018 will bring together the entire wealth management industry – those that serve retail customers, HNW, UHNW, digital advisors, insurance, asset managers, investors, all manners of solution providers, and consultants to debate and uncover the solutions that are working today, and on the horizon.

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    The In|Vest 2018 program is designed to keep you ahead of an ever-changing industry and position you for success during the digital transformation of wealth management. Year after year, the event is an unqualified success, attracting nearly 1,000 executives from the U.S. and abroad. Download the brochure today to learn more.

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Featured Speakers
Featured Speakers
2018 Demo Presenters
2018 Demo Presenters
Schedule at a Glance
Schedule at a Glance
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Interested in Being a Sponsor or Showcasing Your Product?




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Featured Speakers
CEO, Pefin
Executive Vice President and Chief Digital Officer, Charles Schwab
Global Head of Digital Wealth Management, JPMorgan Chase
Featured Speakers
Political Scientist and Economist, ReD Associates
Vice President, Sales, Wealth, Americas
Founder and CEO, ParameterInsights
Chief Business Development Officer, Head of Acquisitions , United Capital
Chief Marketing Officer, Retail Financial Services, TIAA
CEO, D-Wave
Vice President, Fidelity Institutional
General Manager of Wealth Management, SigFig
Co-Founder and CEO, Blueprint Income
Founder and CEO, Carson Group
Senior Editor, Financial Planning
Editor at Large, American Banker
CEO, SAY and Co-Founder, Acorns
CMO, People's United Bank
Intelligence Analyst , CB Insights
Managing Director, Investment Products & Guidance, TD Ameritrade
Technology Editor , Financial Planning
President, John Hancock Personal Financial Services LLC
Conference Chair
Co-Founder, Dream Forward
CEO & Co-Founder, Melonport AG
Editor-in-Chief of Financial Planning, SourceMedia
Managing Director, BlackRock
Director, Product Strategy and Development, TD Ameritrade Institutional
CEO, United Income
President, F2 Strategy
CEO, Agreement Express
Head of Operations, WhoTrades
Managing Director and Chief Marketing Officer, iCapital Network
VP - Product Engagment, Envestnet
COO, Key Investment Services LLC
CEO and Co-Managing Partner, Alexandria Capital
Founder and CEO , ForUsAll
CEO and Founder , Ezra Group
Director, Simon-Kucher & Partners
CEO, Sustainalytics
Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet
Principal Digital Strategist, Solstice
Co-Founder & CEO, Hydrogen
VP - Product Director, User Experience, Envestnet
Chief Executive Officer, Morningstar, Inc.
President, Plancorp
Chief Executive Officer, Acorns
Partner and Director of Wealth Management, Pinnacle Advisory
CEO and Co-Founder, Human Interest
Managing Director and Head of Fintech Strategy, Explorer Advisory & Capital
Head of Product, eMoney Advisor
Founder and CEO, Clearnomics
Head of Marketing, Invesco
Chief Analytics and Data Officer, Morgan Stanley
President and Co-Founder, Smartleaf, Inc.
Presales Consultant, Appway
Head, Alternative Investments, RBC Wealth Management
Business Development Manager, Smartleaf, Inc.
CEO , WealthyU
Managing Director, UBS Wealth Management Americas
Chief Executive Officer, Advicent
Senior Digital Partner, Cognizant
Founder & CEO, ValuesCulture
Market Development Director, Neustar
Director of Digital Investing, Wells Fargo Advisors
President, AE Wealth Management
Managing Director, Wealth Management, Accenture
President and Chief Sales Officer, RetireUp
President and CEO, Jemstep
VP, Wealth Management, NexJ Systems
Founder and President, Belay Advisor
Global Head of CIB Digital Solutions, J.P. Morgan
Head of Advisor Innovation, WisdomTree
CEO, Investopedia
President, Wealth Consulting Partners
Co-Founder and CEO, cleverDome, Inc.
Head of Digital Strategy and Platforms , UBS Wealth Management Americas
Founder & CEO, True Link Financial
Managing Director, NA Head of Wealth Management, Accenture
Head of Wealth Management Research, Celent
Founder, True Measure Advisors
Co-Founder and Managing Partner, Enterprise Solutions, iCapital Network
Principal and Wealth Management Leader, Deloitte Consulting LLP
CEO, Artivest
President, Bill Walton Sales Training
Global Head of Private Bank Operations and Technology, Citi
CEO, Winthrop Wealth Management
EVP and Chief Solutions Officer, AssetMark, Inc.
Head of Data Solutions, BNY Mellon Investment Management
Vice President of North America, Wahed Invest LLC.

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