Behind Morgan Stanley’s latest cash o ffering

The investment bank aims to add a million new wealth management clients in the coming years.

Unsubscribe View in browser IN|VEST → June 18-19, 2020 | New York Featured Speakers Agenda Attend FINANCIAL PLANNING 1. What’s behind Morgan Stanley’s latest cash offering? By Sean Allocca 3 min read Wealth management is playing an ever bigger role at the firm, which aims to add a million new clients in the coming years. Read More → SPONSOR CONTENT More tech solutions. More third-party integrations. More flexibility. Integration Xchange can let you customize a technology platform to your unique needs with more than 100 third-party integrations, APIs, data feeds, portfolio management solutions, and more—all in one place. LEARN MORE NOW FINANCIAL PLANNING 2. New Fidelity fintech slashes clients’ information overload by 20% By Tobias Salinger 3 min read The custodial giant is aiming to cut down on the time involved with opening accounts — which advisors often view as a drain. Read More → AMERICAN BANKER 3. Banks find a cheat code to catch up on digital: Merging By Jim Dobbs 3 min read CenterState and South State are the latest regionals to announce a deal driven heavily by the need to compete with larger banks that can afford to spend more on cutting-edge technologies. Read More → AMERICAN BANKER 4. Digit will help people pay their cellphone bills By Penny Crosman 2 min read Users of the challenger bank's app can automatically save money over the course of a month to cover their mobile charges. Read More → FINANCIAL PLANNING 5. Cybersecurity means protecting printers, computers, too By Wes Stillman 3 min read Best-in-class IT management and cybersecurity protection means RIAs must also focus on their base layer — the tech stack. Read More → AMERICAN BANKER 6. The reason Even waited on rolling out automated savings By Penny Crosman 5 min read The financial wellness fintech focused initially on building an app that helped people understand their financial picture, CEO Jon Schlossberg says. Read More → HOT MIC How one advisor boosts an RIA — and industry change — with fintech tools 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. Get the whole conversation → 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. • Get Your Ticket → In|Vest Insights subscribers save $100 – Use promo code INSIGHTS • Demo at In|Vest → Applications for live WealthTech demos ends February 7 – Apply Today! • The 2020 Agenda → The agenda will be announced in the coming weeks. Contact [email protected] to be notified. See Full Agenda → Raising Capital 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 → 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 → Unsubscribe | About | Contact | Privacy Arizent One State Street Plaza 27th Floor, New York, NY 10004 ©2020 Arizent. All rights reserved.