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Q: How can advisors better leverage technology? | A: They first have to become digital natives and know how to integrate technology in the same way that they did their pitch book. That’s not just choosing to use a tablet. | » Read more |
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| Digital strategy isn’t just a customer experience play, it’s also about driving growth. In|Vest 2019 has added this group of sessions to explore how firms are using technology strategy and tactics to grow their business. | Learn more | Register |
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| The payment firm leapfrogged fintech startups, more than doubling its valuation to $3.5 billion that pushes back the need for an initial public offering. (PaymentsSource) | » 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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