FINANCIAL PLANNING

1. 3 emerging robo trends amid COVID-19 market craziness

By Nikhil Sharma 2 min read

Emulating traditional advisors, digital advisors are moving in the direction of planning offerings and advisor-client contact (albeit virtual). Read More →

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FINANCIAL PLANNING

2. How is coronavirus changing your purchase or use of technology?

By Chelsea Emery 1 min read

Your participation in the latest Financial Planning Tech Survey will allow us to analyze and provide valuable information about industry trends. For each completed survey, we will donate $10 to Direct Relief to help in the fight against COVID-19. Read More →

FINANCIAL PLANNING

3. Addepar faces 'dogfight' as coronavirus reshapes market

By Charles Paikert 2 min read

The fintech giant fattened its war chest with a $40 million investment. Read More →

HOT MIC

Serving a larger client base through wealthtech

Q: What do firms aiming to expand for the future need to do?

A: “I’m driven by what can we do from a business model standpoint, from a technology standpoint, to create more ability to serve more people however they want to be served," says consultant Gavin Spitzner, president of Wealth Consulting Partners.

Get the whole conversation →

Raising Capital

Kyash raises $45 million to drive Japan’s cashless efforts during coronavirus crisis

By Michael Moeser 2 min read

Japanese digital wallet provider Kyash has raised $45 million in a fundraiser to expand its mobile offerings to help Japan convert to a cashless society during the coronavirus outbreak. Read More →

ABOUT INVEST

INVEST is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 5,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. Join us at our next event.... Learn More →

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