The recent rise of digital platforms has called into question the relevance of financial advisors and the viability of current advisory business models.

In|Vest 2019 welcomes wealth management's resident guru Michael Kitces to look at how technology is once again driving major changes in the business model of financial advisors.

Don’t miss this discussion that will also cover how fintech is driving a great convergence across historically-separate industry channels, triggering a crisis of differentiation, a search for new business models, and rising pressure on improving the client experience.

Featured Keynote

Michael Kitces

Partner and Director of
Wealth Management