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.

Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Interested in Being a Speaker, Sponsor or Showcasing Your Product?
Schedule at a Glance
Schedule at a Glance
  • PLAN YOUR STAY AT IN|VEST 2018:

    NEW YORK MARRIOTT MARQUIS



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Venue

New York Marriott Marquis

In|Vest 2018 - Marriott Marquis (venue photo)
Address:
1535 Broadway
New York, NY 10036

Hotel Website: New York Marriott Marquis
Room Rate: $349.00
Online Reservations: Click Here
Reservations Toll Free: 1-877-303-0104
Reservations Local Phone: 1-212-398-1900
Reference Code: SMIO
SourceMedia has secured a block of rooms exclusive to conference attendees. Reservations must made with the New York Marriott Marquis before June 18, 2018 to secure the discounted rate. Rooms will be available on a first come, first served basis—there's no guarantee that rooms will be available after the cut-off date.
IMPORTANT:
Please be advised that In|Vest Conference has not authorized any third-party housing services or third-party housing companies to represent the event and sell hotel rooms on our behalf. Only reserve your hotel room directly with New York Marriott Marquis using the information listed above.