Weekly Top 6

2. Flaws in testing may be real source of Wells Fargo's tech failure

Even with a contingency plan for systemwide failure, it’s impossible to test for every type of situation. (American Banker) Read More

3. Aging advisory clients spur new TAMP offerings

The new tools are meant to help advisors manage a growing number of clients in retirement. (Financial Planning) Read More

4. TD Ameritrade rolls out Alexa briefings, analytics and more

The custodian's efforts are a sign of the quickening pace of AI adoption in wealth management. (Financial Planning) Read More

5. When your vendor's vendor has sloppy security

A massive breach rekindles concerns about the risks posed by fourth parties. (American Banker) Read More

6. Robo advisor enforcement cases highlight advertising, solicitation compliance

Firms need to develop practice standards if they offer robo services or expect to do so. (Reuters) Read More

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Why clients lost trust in advisors: Q&A with In|Vest speaker, eMoney founder Edmond Walters

On the Agenda at In|Vest 2019

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Got an exciting new wealthtech solution? If so, we're accepting the second round of Disupt|Demo applications through Friday, February 15. These live product demos continue to be an audience favorite at In|Vest.

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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