Innovations in Investing, Saving & Advice
Lookback: In|Vest NYC
Firms need to keep up with the dramatic increase in expectations for a better user experience.
How is technology transforming advice? The custodian's head of platform strategy weighs in.
Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.
The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.
Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.