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Q: Why is social media so critical to growing a practice?
A: "I want to make sure that people have a good introduction to me — before they decide to meet me. So that’s been my whole approach to this. If you want to work with me or not, at least you’ve been able to shake my hand digitally,” says Dasarte Yarnway, founder of Berknell Financial Group. | |
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| In|Vest – Welcome to the 2020s | | It’s a pivotal time for wealth management. The last decade of wealth tech was about exuberance. This decade is about reality and sustainability. We are at a key crossroad where firms are now looking for breakthrough success and ROI. Coming to New York City on June 18-19, In|Vest 2020 will bring all of the players to the stage to look ahead and define the next decade of digital transformation in wealth management. | | | • | | Demo at In|Vest → | | Applications for live WealthTech demos ends February 7 – Apply Today! |
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| Barclays buys minority stake in Flux | | By Michael Moeser 1 min read
| | Digital receipts and rewards startup Flux has been gaining ground with retailers and challenger banks, and had continued the momentum by attracting investment from Barclays. Read More →
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| 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 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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