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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Plus, the Future Proof demo drop returns, Shaping Wealth extends its behavioral finance access, and Broadridge lands a machine learning patent.
June 23
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Lee Reams II is the CEO of
TaxBuzz andCountingWorks and has spent the last 20 years developing and executing tools that help small tax and accounting firms thrive.June 23
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In a cautionary tale, Jayne Di Vincenzo and Devin Garofalo have been fighting in FINRA arbitration and court for nearly three years after their M&A deal fell apart.
June 23
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30% of LGBTQ individuals report experiencing bias or discrimination when seeking out financial services.
June 23
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Anna Marrs is group president of global commercial services and credit & fraud risk at American Express.
June 23
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Hear from industry experts about how they keep their firm communications and social channels on trend, innovative, and, maybe more importantly, up to code.
June 23
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Financial institutions can innovate to supply customer-reflective money management. E.g., J.P. Morgan and OpenInvest are using tech to connect investors' values to money, aiming to help identify essential issues through data analysis and a transparent portfolio snapshot.
June 23
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Join this session to build a 6-point practice management checklist that helps advisor-business owners identify the decisions and shifts they'll need to make, in their businesses and as leaders, in the coming years to stay relevant and thrive.
June 23
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This session will provide a breakdown of all the new rules that have gone into effect since last INVEST, and discuss how technology is helping wealth managers of all sizes rise to the occasion.
June 23
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