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| Q: Where has advisor technology been most effective? | | A: What the robots were supposed to do was supplant the advisor and create a world where there was no need for human advice. What we have actually seen is the robo advisors morphing into a more hybrid model. | | » Read more |
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| | | In|Vest 2019 continues to grow. We've welcomed dozens of new speakers from across the wealth management ecosystem to cover the groundbreaking innovations that are driving the industry forward. Meet our new speakers, then make your plans to join them July 16-17 in NYC. | | Learn more | Register |
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| | | Synapse is working to refine its application programming interfaces to meet the requirements, but it's a tall order, the head of the back-office-services platform says. (American Banker) | | » Read more |
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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 |
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