The decade ahead is pivotal for digital wealth management going mainstream. This is CRUNCH time. Join us.
In digital wealth management, the last decade was a period of invention and establishment. Disruptors of all kinds and sizes jostled with the establishment and the target operating model was under total review. Customers were exposed to exciting new ways of planning the financial lives, managing their funds, and accessing the markets.
As we turn into the new decade wealth firms have made their strategic call and the stage appears set for the pursuit of scale and sustainable ROI. Which business models are going to thrive, what innovations are going to change the landscape even more, and who are going to be the lead decision makers driving the industry forward?
These are exciting times and as your chair of the In|Vest 2020 conference, I would like to once again invite you to join us in New York City on June 18-19.
Since its launch in 2015, INVEST has a built a global reputation of identifying and tracking the key digital revolutions of wealth management. The event has tapped into the insights of leading decision makers, strategists, inventors and advisors. From the advent of robos, the development of hybrid models, the transformation of advice, the battle between challengers and incumbents and even the expected future role of Alexa, INVEST has been at the forefront of guiding us through this evolution.
Given that 2020 is the start of a new decade, we are curating a fantastic line-up of leading lights in our industry to share their perspective on what to expect next. They are being tasked to engage and challenge us all. Please join us as we seek to uncover where the competitive edge is going to be in digital wealth.
Indeed, I encourage you to be an active participant in this moment, and join the digital wealth community at INVEST 2020.