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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Grant Easterbrook
Co-Founder, Dream Forward

Grant Easterbrook is the co-founder of Dream Forward. Dream Forward sells businesses and non-profits 401(k) plans with lower costs, no conflicts of interest, easier admin, and new artificial intelligence (A.I.) technology that can talk to employees about their concerns and questions.

Prior to founding Dream Forward, Easterbrook was one of the first fintech analyst and has been tracking fintech (with a particular focus on robo advice) since 2011. He has been cited on the topic of fintech in the media over 100 times, including in leading outlets like the Wall Street Journal, the New York Times, and Forbes.

Easterbrook is a graduate of Bowdoin College and resides in New York City.

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