May 16, 2019 | View as webpage

Weekly Top 6

1. Innovation will set apart acquirer from acquiree: Q&A with In|Vest speaker, Silver Lane Advisors’ Liz Nesvold

Some advisors think they’re stuck with legacy systems, says the firm’s managing partner. They’re not.(Financial Planning) Read More

2. Major competitive threat for advisors? Vanguard

CEO Tim Buckley acknowledges his firm is trying to convert retail investors to its Personal Advisory Services business — but won’t specify the target. (Financial Planning) Read More

3. Can this app help small banks attract millennial savers?

Plinqit, led by a former banker, was developed specifically for community banks as a way to appeal to young customers. (American Banker) Read More

4. The cybersecurity defense advisors forget

Firms are spending plenty on tech but are skimping when it comes to training their people to recognize an incoming attack. (Financial Planning) Read More

5. 'Not in any other industry': Hot tech topics at Morningstar

Experts grappled with the industry's biggest disruptors at the investment information giant's annual conference. (Financial Planning) Read More

6. Don’t let AI become a black box

Banks must remain accountable for their use of artificial intelligence by continuing to employ a level of human oversight. (American Banker) Read More

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Hot Mic

Advisors are becoming 'mini asset managers': Q&A with Morningstar’s Dermot O’Mahony

Q: How is the asset management industry handling fee pressure?

A: We see it in the headlines: fees are going down. But even with zero-fee ETFs, there is money being made in other ways.

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On the Agenda at In|Vest 2019

Live demo preview

What's next in digital wealth? Come to In|Vest 2019 and find out. We're showcasing a series of live product demos from the wealthtech firms creating the future of investing, saving and financial advice. It's an experience you won't want to miss.

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Raising Capital

ING invests in Czech mobile payments app Twisto

The Dutch bank holding company and its venture capital arm led an almost $16 million Series B investment round for the Czech-based mobile credit payment app Twisto. (PaymentsSource)

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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 3,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More