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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Suleman Din
Technology editor , Financial Planning

Suleman Din is technology editor for American Banker and Financial Planning. Prior to joining SourceMedia as a senior editor in 2014, Suleman was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business. Suleman’s career includes reporting for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.

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