The question isn't if tech giants will become a force in wealth management — but what could possibly stop them? (Financial Planning) Read More

2. Ellevest’s new $28M round may help it reach more women investors

The New York-based firm has secured over $62 million in equity funding since its founding in 2014. (Financial Planning) Read More

3. Shop at Amazon, get its stock: Stash's new debit rewards idea

A new feature from the microinvesting app allows users to accumulate equity in the companies where they spend money. (American Banker) Read More

4. SigFig makes digital advice the centerpiece of new platform

The system is designed to help banks deliver more personalized financial advice and is meant as a challenge to traditional bank technology vendors. (American Banker) Read More

5. Oops! Voya leaks advisor production numbers online

The independent broker-dealer accidentally published a list of credits of its most lucrative advisors. (Financial Planning) Read More

6. Wealthfront CEO predicts the next wave of tech millionaires

How many will strike it rich in a new round of IPOs? Andy Rachleff makes a calculated guess. (Forbes) Read More

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Hot Mic

How much do RIAs really need to pay for tech? Q&A with In|Vest Speaker Aaron Schaben of Carson Group

Q: What should wealth management firms spend on technology?

A: A lot of people think about an investment as “I have to write this check.” If you’re building something big, it’s an ongoing check.

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On the Agenda at In|Vest 2019

Preview In|Vest 2019

The In|Vest 2019 digital brochure is here! Download your copy to get a full event preview, including the latest visionaries that have joined the program from Goldman Sachs, Charles Schwab, SigFig, Voya Financial and UBS, among many others.

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Raising Capital

Money keeps flowing into fintechs

Chime, Chart IQ, Starling Bank and several other startups have raised millions of dollars from venture capital and private-equity firms this year. (American Banker)

» Read more

About IN|VEST

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

Weekly Top 6

1. Apple's new credit card keeps advisors guessing