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Are your clients truly engaged, or just legacy?

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In|Vest 2018 brings together the entire wealth management industry – leaders in retail financial services, advisors and investors, insurers and asset managers, solution providers and consultants. Held in New York July 10-11, In|Vest facilitates honest discussion of the most important issues confronting the wealth management industry as digital transformation meets the reality of market execution.

Listen to Ilan Davidovici’s personal story that drives home the point how advisors letting clients slip through their fingers.