In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.
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Carter Dougherty is a senior fellow for antimonopoly and finance at Demand Progress.
June 19
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In his new role at Wells Fargo, Andre Mansour is harnessing his Google experience to bring efficient, meaningful systems that assist both advisors and clients.
June 19
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Renée Sattiewhite is the president and CEO of the African-American Credit Union Coalition.
June 18
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Matej Trbara is the co-founder of
Farseer , a rapidly growing SaaS company in Croatia dedicated to revolutionizing business modeling, planning, and analysis. He previously served as an engineering manager at DeepAR.ai and ShopAR, where he led core development teams building 3D and augmented reality face-tracking SDKs. He holds a master's degree in computer software engineering from the University of Zagreb and specializes in transitioning complex data frameworks into automated enterprise solutions.June 18
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Median sale prices for RIAs have long been ticking upward. But some valuation experts argue that impending retirements could lead to an oversupply of firms on the market — and lower price tags.
June 18
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Adam Cohen is the co-founder of
Morph Services , which uses innovative technology to unlock previously trapped data in heavily regulated sectors, including the tax space.June 18
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Financial advisors and their clients must prepare for the possibilities of a stock downturn, unexpected early retirement, long-term care and inflation, experts say.
June 18
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Raising firm fees — whether under a flat-fee or AUM model — is essential to maintaining a profitable RIA. Wealth advisors shared how they were able to increase prices and revenue with little client turnover.
June 18
