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.

Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Schedule at a Glance
Schedule at a Glance
  • PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



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Register Now

2 Easy Ways to Register:

Register Online or Call Ingrid Olsen

at (212) 803-8456 OR Vernesa Merdanovic at (212) 803-8393

InVest 18 - Reg Graphic

Send the Team and Save!

Several firms are sending their teams to take full advantage of the In|Vest program. To register your team, or for more information about group rates, contact Ingrid Olsen at (212) 803-8456 OR Vernesa Merdanovic at (212) 803-8393.

Payments

We accept American Express, Discover, Visa, and MasterCard. Registration fees include all meals, refreshment breaks, receptions and a copy of the conference workbook. In order to receive early bird discounts, special rates or promotions, full payment must be made prior to the offer expiration date. Any registration not paid in full at that time of offer expiration date will be subject to the current rate. Full Payment must be received 14 days prior to the event or your registration will automatically be cancelled. Registrations with declined or invalid credit cards will not be processed.

Substitutions and Cancellations

Substitutions may be sent at any time. No refunds or letters of credit are available later than the event Cut Off Date (14 Days prior to start date). All cancellations must be made in writing, submitted within 90 days prior to the Cut Off Date of the event and will be subject to a cancellation fee equal to 50% off the registration fee or a Letter of Credit which will cause forfeiture of the entire registration fee but allow one admittance to a future SourceMedia event to be used in the same year. No refunds will be issued on any Exhibit Hall Only passes.

Discounts

All discount offers are for new registrations only and cannot be applied to the registrations submitted prior to receiving the offer. No refunds on current registrations will be issued.

Disclaimer:

SourceMedia reserves the right to cancel an event at any time. SourceMedia reserves the right to replace or cancel speakers or make any other changes to the agenda without notice. All information is subject to change. For more information regarding administrative policies such as complaints and refund, please contact our offices at (212) 803-6075.