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.

Brochure
Brochure
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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?

    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Abby Salameh
Chief Marketing Officer, Private Advisor Group

Abby Salameh joined Private Advisor Group in August 2013 as chief marketing officer. Abby has spent over 20 years building top-line solutions for independent advisors, starting her career at Sanford C. Bernstein and moving on to become a founding member of the team that launched InvestmentNews, the weekly newspaper for financial advisors.

In 2001, Abby joined TD Waterhouse as head of marketing for institutional services, where she was responsible for running all marketing, advertising, conferences, events, practice management and client communications. She continued in this capacity through the merger of TD Waterhouse and Ameritrade, resigning in 2007 to have more time at home with her small children.

Abby spent the next five years conducting both strategic and tactical consulting for large broker-dealers, custodians and financial publications, including Pershing, InvestmentNews and Fusion Advisor Network. In 2011, she joined Fusion Advisor Network as chief marketing officer. After successfully selling Fusion to NFP, Abby stayed on as SVP of NFP Advisor Services Group and managing director of Fusion Advisor Network.

An active member of her children’s school in the PTA and a regular volunteer in the local animal shelter, Abby leads a very full and busy life. She resides in Scotch Plains, NJ with her husband, three children and her dog.

Education: BA in finance and economics, Hofstra University; MBA, NYU Stern School of Business

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