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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    PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



              
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
      
     

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Randy Bullard
General Manager of Wealth Management, SigFig

Randy leads SigFig’s growth and partnership development in the wealth management industry. Prior to joining SigFig, Randy was the owner/principal of ETF Solution Group. In 1999, Mr. Bullard founded Placemark Investments, a leading provider of wealth management programs and services for broker dealers and RIAs across the U.S. and Canada (acquired by Envestnet in 2014). At Placemark Mr. Bullard led the development and growth/operation of outsourced UMA wealth management programs, partnering with firms including Smith Barney Consulting Group, RBC Wealth Management, Oppenheimer Asset Management, TD Ameritrade Institutional, and BMO Nesbitt Burns. He’s widely published and a frequent speaker on topics related to digital wealth management, the evolution of wealth management programs, unified managed accounts, and ETF-based wealth management solutions.

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