In|Vest 2020
June 18-19, 2020 | NYC Don't miss the most anticipated digital wealth event of the year.

In|Vest 2019: Innovations in Investing, Saving & Advice

In|Vest has grown into the industry's largest and most anticipated digital wealth management event of the year. With 1,500+ executives attending from across the entire industry, it’s a show you won’t want to miss.

On the Agenda

Some of the big topics on the 2019 agenda: Strategic expansions from the industry’s largest players, like BlackRock’s foray into retirement and J.P. Morgan’s digital advice platform. We’ll hear how advisors are (or aren’t) embracing Charles Schwab’s digital advice platform, and what TD Ameritrade is doing to attract millennials. Bank of America will talk about how the wealth management account is the new checking account.

New this Year

New this year: An even-more entertaining approach to presenting our content, including a comedian to start the day. New content tracks focused on user experience, the digital advisor and driving growth. A much larger exhibit hall to accommodate the latest WealthTech innovations and 1,500 of the industry’s most curious minds.

Keynote Speakers
Managing Director, BlackRock
EVP & Head of Schwab Advisor Services, Charles Schwab
Global Head of Digital Wealth Management, JPMorgan Chase
Partner and Director of Wealth Management, Pinnacle Advisory Group
Vice Chairman & CEO, Private Client Resources LLC
Executive Vice President and Chief Administrative Officer and Chief Risk Officer, Edelman Financial Engines
President and CEO, Dynasty Financial Partners
President of Private Wealth Management, Rockefeller Capital Management
Co-Founder and Chief Investment Officer, Ritholtz Wealth Management LLC
CEO, E*TRADE Financial Corporation
Chief Operating Officer, RBC Wealth Management
Managing Director, BlackRock's U.S. Wealth Advisory
Senior Managing Director, Accenture Global Capital Markets Practice Lead
CEO and Founder, Betterment
Managing Director, Divisional President LPL Financial
Head of Strategic Partnerships & Emerging Technologies, TD Ameritrade
Managing Director, Head of Digital Client Experience, UBS Wealth Management

Bank On It Podcast LIVE @ In|Vest

Watch live as ‘Bank On It’ Podcast host and in|Vest speaker John Siracusa records his industry renowned podcast onsite at In|Vest 2019. John invites more than a dozen In|Vest headliners into the Apex Clearing onsite podcast studio to continue the digital wealth conversation, giving audiences a deeper connection to the speakers and an unforgettable storytelling experience.

Demo Presenters
Schedule at a Glance
JULY 16, 2019
8:30 a.m.
Opening Keynote + General Sessions
10:15 a.m.
Networking Break
10:30 a.m.
General Sessions
12:30 p.m.
2:00 p.m.
3:30 p.m.
Networking Break
3:50 p.m.
Concurrent Sessions
5:30 p.m.
JULY 17, 2019
8:30 a.m.
Keynote + General Sessions
10:00 a.m.
Networking Break
10:30 a.m.
General Sessions
12:00 p.m.
1:30 p.m.
Concurrent Sessions
4:00 p.m.
Conference Ends
Times Square - NYC