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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Deborah Owens
CEO , WealthyU

Deborah Owens is a financial expert, author, media personality and nationally recognized public speaker. She is on a mission to close the wealth gap for women and minorities. Deborah’s Wealthy U Television segment aired nationally TV One in 39 million households.

She is the author of three books, including her most recently critically acclaimed, A Purse of Your Own: An Easy Guide to Financial Security, published by Simon and Schuster. She is the creator of the A Purse of Your Own Campaign to financially empower one million women, where women form groups, meet monthly, and use her tools to chart their path to financial security.

Ms. Owens is also CEO of WealthyU, which creates customized financial education content on multi-media platforms. WealthyU provides coaching and training for organizations and individuals utilizing its’ proprietary coaching and training framework; The Seven Wealthy Habits™ . WealthyU has a proven track record of helping individuals take ownership of their personal, professional and financial success. Ms. Owens is a 20-year financial services industry veteran and former vice president and with Fidelity Investments.

Visit her website http://wealthyu.co

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