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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    Download the Brochure!
    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
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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Know Before You Go

Brella for 1:1 Meetings

Get What You Came for at In|Vest 2018!

In addition to more knowledge than your head can hold, we want you to go home with a slew of new connections. Brella is here to help. This desktop and mobile app will allow you to indicate your interests, and matches you with the attendees you have the most in common with. Use the easy tool to set up meetings on site in the In|Vest Lounge.

Meetings made easy with Brella.

Follow this link to join:
Use your LinkedIn credentials to sign in, or create a Brella account.

Badge Pick-up

Early Bird Attendee Badge Pickup

Will be available on Monday, July 9th at 3:00 p.m. at the Marriott Marquis on the 5th floor.

Attendee Badge Pickup

Will be available during registration on Tuesday, July 10th at 7:00 a.m. on the 5th floor.

VIP & Speaker Badge Pickup

Will be available throughout the conference on the 6th floor.

Pack Accordingly:


What to Wear:

Business casual. Ties will be confiscated. Denim is encouraged

$10 Off One Uber Ride sponsored by Apex Clearing

Click here to book your ride or use code APEXCLEARINGINVEST2018EVENT.

Apex Clearing


In|Vest is all about knowledge sharing and making connections. Our roundtable discussions offer both! Watch your inbox for an email to sign up for roundtables.

Mobile App

The In|Vest Mobile App has a great social feed that attendees love. Be sure to download the app, and begin to post to the social feed, for maximum exposure before and at the event. Search for SOURCEMEDIA EVENTS in the app store of your mobile device.

Download from App Store

Download from Google Play

Login Credentials:

Username: the email you used to register for the conference
Password: Invest2018