Venture capitalist and In|Vest Conference Chair Sebastian Dovey says in a new episode of Financial Planning’s podcast that the industry is “No. 1 for playing ourselves down” and “saying that we’re bad” at technology.

RIA Connect is “light-years” ahead of its last iteration and will be available by June, says the custodian.

Top-of-mind concerns: Industry consolidation, levels of disruption and the fate of Veo One.

TD Ameritrade’s Tom Nally revealed that and other key details as the two firms press ahead with a proposed acquisition.

The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.

Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.

December 9-12, 2019, Fontainebleau Miami Beach, Miami | A neutral zone of sorts allowing the profession’s leadership to convene and join in the conversation, engaging dialogue and civilized debate, all with the objective of elevating the role of the independent investment advisor.

How today’s advanced analytics are key.

December 5-6, 2019 | San Francisco, CA The digital transformation of the wealth management industry is happening quickly. The industry’s largest players are swiftly adapting to meet ever-increasing customer expectations, and the rest of the field striving to keep pace. Behind the scenes, many firms are increasing technology investments and increasing headcount in an effort to drive growth, but margins remain under pressure. In|Vest West will explore all the dynamics at play—from front to back office—and the technologies that are shaping the future of the firm.

November 4-7, 2019, San Diego Convention Center | Thousands of advisors, experts, and solution providers come together to find the best strategies for continuing to elevate client service and firm success.