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
    Brochure<hr style="border:3px solid  #551a8b;width: 10%;margin-top: 20px;margin-bottom: 0;">
    Download the Brochure!
    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.

    Download Brochure >>
Featured Speakers
Featured Speakers
Schedule at a Glance
Schedule at a Glance
Interested in Being a Sponsor or Showcasing Your Product?
Interested in Being a Sponsor or Showcasing Your Product?

    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

Back To Event Home Page
Kevin P. Adams
Senior Vice President , Raymond James

As SVP of Wealth Management Technology, Kevin is responsible for developing and delivering technology solutions and capabilities that enable the Financial Advisors across all of Raymond James. This includes technologies that support Planning, Portfolio Management, Trading, Performance Reporting, Client & Practice Management, Mobility, Onboarding, Investment Products and many others.

With over 25 years of experience in enterprise architecture and application development, he has deep domain knowledge in the Wealth and Asset Management arena.

Previous to Raymond James, Kevin was Managing Director of a global application development group delivering Advisory, Wealth Planning and Trading systems for the Wealth and Asset Management divisions of UBS. He’s also held senior technology leadership positions at Franklin Templeton and Merrill Lynch where he had similar responsibilities.