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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Matt Fellowes
CEO, United Income

Matt Fellowes is founder and CEO of United Income, which uses new data and technology to provide more personalized, holistic financial planning and investment management to people nearing or transitioning into retirement. He previously founded HelloWallet, which provides money management software for employees. After HelloWallet sold to Morningstar, Matt became Chief Innovation Officer at Morningstar.

Earlier in his career, Matt was a Fellow at the Brookings Institution. His consumer finance work has been published in academic journals and covered in top media around the world, including feature stories in BusinessWeek, USA Today, the New York Times, NBC Nightly News, CBS Evening News, and ABC World News, among others. Matt has testified in front of the U.S. Congress and State Houses across the country and advised dozens of elected officials, businesses, and banking regulatory agencies on consumer finance issues.

Matt has served as a professor of public policy at Georgetown University and George Washington University, as a project director at the Pew Charitable Trusts, and on academic editorial boards. A native of Chicago, he holds a PhD from the University of North Carolina at Chapel Hill, an MPP from Georgetown University, and a BA from St. Lawrence University.

In addition to receiving numerous awards for his work, Matt had the honor of being selected by the Huffington Post as a Top 100 Game Changer. He currently serves on the Advisory Board of Stanford University’s Center on Longevity.

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