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
Paul Hansen
Co-President, Key Investment Services LLC

Paul Hansen is Co-President of Key Investment Services, where he is responsible for all aspects of the broker dealer. In his 30-plus years in the broker dealer space, Paul has served in many other roles. Prior to his role as President, Paul spent 12 years as the Chief Operating Officer of Key Investments Services, where his main responsibilities included middle office processing, client and broker services, product management, insurance services, the principal review function and sales and marketing support. Other responsibilities included technology, disaster recovery, management reporting and clearing relationship management.

Before helping form Key Investment Services in 2006, Paul was a Senior Vice President in Operations Management for McDonald Investments for nearly 20 years.

Paul is very active in the Cleveland-area United Way, the American Heart Association, Cleveland’s Achievement Center for Children and sits on the board of the Westlake Ohio Girls Softball Association and the Bank Insurance and Securities Association (BISA).

Paul earned a Bachelor of Science degree in Economics from John Carroll University. He holds FINRA licenses Series 6, 7, 24, 63 and 66 and Ohio Life Accident and Heatlh.

Featured In: