More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
-
Michael Diamond, product area leader, Core Investments, at Fidelity; Maxwell Lane, head of product at Flourish
June 30
-
Nicole Cope, head of advisors at Ally Wealth; Jeff Scafer, CEO and co-founder at CommonGood Capital
June 30
-
Most digital experiences clients interact with — including music, clothing, books, entertainment and social media — have become hyper-personalized. Despite this, investments are often managed with a "one-size-fits-all" approach. Learn how AI-powered technology can empower wealth managers to grow their businesses through investment personalization at scale.
June 30
-
David Snider, founder & CEO of Harness Wealth; Jay Jiyuan Wu, founder and director atNovus Power; Oleg Tishkevich, CEO at Invent.us
June 30
-
Carolyn Kim Allwin, head of ESG at Capco; Aubre Clemens, global head of sustainable research at JP Morgan; Amantia Muhedini, sustainable investing strategist at UBS; Roseliny Genao, vice president, investing with impact/D&I analyst, Global Investment Manager Analysis at Morgan Stanley
June 30
-
This session will dissect the component parts of wealth advice through the eyes of consumers. The findings will help attendees see the key drivers of value and help determine where to place their modernization bets.
June 30
-
A new study says millennials should only expect 80% of their projected benefits, but there are ways to make up for the shortfall.
June 30
-
Plus, a new partnership for Marstone and Facet Wealth adds to its award-winning team
June 30
-
The educational partnership gives RIAs complimentary access to a DACFP intro course.
June 30
-
