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.
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A fireside chat with Julia Carreon, MD at Citi Global Wealth.
June 29
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Jennifer Wing, SVP, head of asset management at GeoWealth; Rod Sayegh, managing director, head of digital strategy & programs at Fiduciary Trust Company International; Samantha Russell, chief evangelist at FMG.
June 29
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Join Riskalyze CEO Aaron Klein as he highlights how advisors can redefine the client experience, identify ways to highlight strengths and opportunities in their firm while negating weaknesses and threats, and use technology to elevate financial advice to a better future.
June 29
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In this panel discussion, InvestCloud will speak with Harsh Kumar about how Citi Alliance has leveraged InvestCloud's digital capabilities to design, build and deploy an integrated banking solution, now available to wealth management firms around the world.
June 29
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Chip Castille, CEO and Founder, GoalBased Investors; Michelle Tran, SVP, Head of Enterprise Sales, Vestwell
June 29
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Margaret Hartigan, CEO of Marstone; Shruti Joshi, COO of Facet Wealth.
June 29
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Applying psychology to investment outcomes has become an increasingly popular strategy.
June 29
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A look at her passion for increasing diversity in the industry, and wealthtech trends on the horizon.
June 29
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Hear from a leader at a prominent institution to learn more about how they are successfully delivering differentiated retirement income solutions through digital innovation that optimizes the role of advisors.
June 29
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Join EY-Parthenon, one of the largest global strategy consulting firms, as it discusses the future of the RIA industry with a panel of distinguished industry leaders representing some of the most prominent firms in the RIA ecosystem.
June 29
