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.

Featured Speakers
Featured Speakers
2018 Demo Presenters
2018 Demo Presenters
Schedule at a Glance
Schedule at a Glance
Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Interested in Being a Speaker, Sponsor or Showcasing Your Product?

    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Danielle Fava
Director, Product Strategy and Development, TD Ameritrade Institutional

In her role as the Director of Product Strategy and Development at TD Ameritrade Institutional, Danielle manages technology initiatives designed to help simplify advisors’ lives and make them more competitive in a digital age. Among her responsibilities, she managed the launch of TD Ameritrade Institutional’s award-winning iRebal on Veo rebalancing technology, and more recently the launch of Model Market Center, TD Ameritrade’s innovative approach to bringing outsourced investment management to RIAs. Danielle joined TD Ameritrade in 2012 and puts more than 15 years of wealth management knowledge to work for advisors. She loves to talk about Big Data, fintech innovation, artificial intelligence, Cross Fit and basketball.

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