In|Vest Conference

The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.

With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management.

Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.

More than one-third of the $1 billion new assets on the digital advice platform are from new clients.

The advice industry’s current structure is “dumb” and in need of fixing, according to Betterment CEO Jon Stein.

The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.

Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.

Some advisors think they’re stuck with legacy systems. They’re not, says the firms’ managing partner.

The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.

Without advisor buy-in, scale can't be achieved, the tech executive says.

Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.

The Betterment chief dishes on why flat fees may just be a “thing of the moment.”

The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.

It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.

Investing in technology is an ongoing expense.

The giants have traditionally bought out the newcomers.

Relationships with clients are changing — and technology is leveling the playing field.

As a fiduciary, "I realized I wasn't putting their best interests first by keeping them," says advisor Tony D'Amico of Fidato Wealth.

Guess what? It’s not where the biggest AUM is.

Here’s what is underpinning the creation of a firm with more than 320 advisors and $200 billion in assets.