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
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
Senior Vice President , Raymond James
VP, Mobile and Advanced Technology, E*TRADE
Political Scientist and Economist, ReD Associates
Co-founder, CEO, Clovyr
CEO, Fountain
Founder and CEO, ParameterInsights
Chief Business Development Officer, Head of Acquisitions , United Capital
Co-Founder, Betterment
Chief Marketing Officer, Retail Financial Services, TIAA
CEO, D-Wave
Vice President, Fidelity Institutional
General Manager of Wealth Management, SigFig
COO, Inspiron Investment Consultants
VP, Institutional Banking , NexJ Systems
CEO, Apex Clearing
Founder and CEO, Carson Group
COO, Private Client Resources (PCR)
Executive Managing Director, Envestnet Analytics, a division of Envestnet | Yodlee
Business Development Executive, Sales Wealth, Americas, Doxim
Senior Editor, Financial Planning
SVP, Enterprise Business Transformation, City National Bank
Editor at Large, American Banker
CEO, SAY and Co-Founder, Acorns
Head of Wealth Management Technology, Morgan Stanley
CMO. Wealth and Investment Management, People's United Bank
Chief Technology Officer, SoftPak Financial Systems
Global Head of Wealth and Asset Management , Salesforce
Intelligence Analyst , CB Insights
CEO, BrightPlan
Managing Director, Investment Products & Guidance, TD Ameritrade
TED, #1 Best-Selling Author
Technology Editor , Financial Planning
President, John Hancock Personal Financial Services LLC
Conference Chair
CEO and Founder, Xignite
Managing Director, Institutional Sales, Envestnet
Co-Founder, Dream Forward
Editor-in-Chief of Financial Planning, SourceMedia
Business Development Executive, Sales Wealth, Americas, Doxim
Managing Director, BlackRock
Director, Product Strategy and Development, TD Ameritrade Institutional
CEO, United Income
President, F2 Strategy
Head of Operations, WhoTrades
Managing Director and Chief Marketing Officer, iCapital Network
VP - Product Engagment, Envestnet
Co-President, Key Investment Services LLC
CEO and Co-Managing Partner, Alexandria Capital
CEO, MyVest
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.
CTO, Inspiron Investment Consultants
Chief Executive Officer, Acorns
Senior Vice President, Wealth Management Strategy, FactSet
Partner and Director of Wealth Management, Pinnacle Advisory
CEO, Veriday Inc.
CEO and Co-Founder, Human Interest
Managing Director and Head of Fintech Strategy, Explorer Advisory & Capital
Head of Product, eMoney Advisor
Senior Vice President, VestUp
Founder and CEO, Clearnomics
Reporter, Cheddar
Wealth Management and Retail Financial Services Consultant
Head of Wealth Management Intermediaries Marketing, Americas, Invesco
Head of Retail Sales, RetireUp
US Editor, Opalesque
Chief Analytics and Data Officer, Morgan Stanley
Marketing Manager North America, Appway
President and Co-Founder, Smartleaf, Inc.
CEO, Private Client Resources (PCR)
Presales Consultant, Appway
Head, Alternative Investments, RBC Wealth Management
Business Development Manager, Smartleaf, Inc.
Managing Director, BlackRock
Senior Director, Financial Services Industry Marketing, Salesforce
CEO , WealthyU
Managing Director, UBS Wealth Management Americas
Senior Manager, Sales Engineering, GoodData
Chief Executive Officer, Advicent
Senior Digital Partner, Cognizant
CEO, ViewTrade Holding & Orbis Systems
Founder & CEO, ValuesCulture
Research Director, Wealth Management, Aite Group
CEO, Addepar
Market Development Director, Neustar
Co-founder and CEO, Quovo
Director of Digital Investing, Wells Fargo Advisors
President, AE Wealth Management
Financial Solutions, VestUp
Managing Director, Wealth Management, Accenture
Investment Consultant Group Advisor, SunTrust Investment Services, Inc.
EVP Head of Innovation, InvestCloud
President and Chief Sales Officer, RetireUp
President and CEO, Jemstep
Chief Marketing Officer, Private Advisor Group
Founder and President, Belay Advisor
CEO and Founder, SoftPak Financial Systems
Editor in Chief, Yahoo Finance
Senior Vice President, Application Development, Scivantage
Co-Founder and CEO, SigFig
Global Head of CIB Digital Solutions, J.P. Morgan
Head of Advisor Innovation, WisdomTree
Co-Founder and Head of Retirement Income, Blueprint Income
President, Wealth Consulting Partners
Co-Founder and CEO, cleverDome, Inc.
Chief Commercial Officer, Digital Wealth Solutions, Scivantage
Head of Wealth Management & Banking, MoneyLion
Lead, VestUp
Founder & CEO, True Link Financial
Head of Registered Investment Advisor Group, OppenheimerFunds
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
Partner, Capco
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.
Managing Director, Head of Digital Client Experience, UBS WM USA
Head of Data Solutions, BNY Mellon Investment Management
Senior Reporter, American Banker
CEO & Co-Founder, Advizr
Vice President of North America, Wahed Invest LLC.