| |
| |
| |
| Q: What’s driving new growth? | | A: Technology can capture client data from social media, like activity and client likes and dislikes. The industry needs to get to a point where we are collecting that data to really personalize the client experience. | | » Read more |
|
|
| |
| |
| | | In|Vest will welcome 1,500+ attendees from across the entire wealth management community. Hundreds of companies have already signed up their representatives. If you're not on the list, then make your plans now to join this influential network. | | Learn more | Register |
|
|
| |
| |
| | | Raisin GmbH hired Wealthfront’s Paul Knodel to expand its internet platform for bank-savings products to the U.S. If all goes to plan, the operation will go live within 12 months. (American Banker) | | » Read more |
|
|
| |
| | | In|Vest is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 3,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More |
|
|
| |
| |
