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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Brad Shepard
Head of Advisor Innovation, WisdomTree

As WisdomTree’s Head of Advisor Innovation, Brad works with financial advisors to challenge conventional thinking. In everything he does, Brad uses research and technology to help advisors grow. Whether it’s acquiring new clients or connecting more deeply with existing clients, Brad challenges people to think differently about the future of wealth management.

In 2017, Brad joined WisdomTree after his company Kredible – a data-driven marketing and practice management company – was acquired by WisdomTree/AdvisorEngine. Today, WisdomTree and AdvisorEngine work together to deliver cutting-edge solutions to financial advisors.

As a founder of three companies, Brad has been an entrepreneurial thinker throughout his career. At Kredible, Brad built a business based on a passionate belief that online presence plays a large role in driving successful results. Instead of guessing, the Kredible team performed scientific research to discover the most effective way for professionals to build credibility online.

Beyond Kredible, Brad founded Monumental Innovation (a firm dedicated to innovation and new-business development within Fortune 500 companies) and Innovar Collective (which specializes in business process design). He began his professional career with Arthur Andersen in business consulting and then moved on to Ernst & Young to help restart their advisory services practice. Brad also believes in community service and in this spirit founded Innovar Cares, a charity that offers consulting services to nonprofits. Brad received a BA in Business Administration from Middle Tennessee State University and his MBA in Information Systems Management from Tennessee Technological University.

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