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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.
The complex digital needs of wealthy extend beyond investment performance and portfolio reviews, says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
High-net-worth clients' digital expectations "are about total wealth," said Woodford, speaking at SourceMedia’s In|Vest conference in New York. "That leads into planning and advice as part of the digital experience."