The 2019
WEALTHTECH FORECAST
The entire wealth management industry is eager to see what the future holds.
At In|Vest 2019, you’ll witness the new wealthtech innovations and industry-shaping trends that will impact 2019 and the years to come.
Two of our main stage speakers share their predictions for the wealthtech space. Join us in NYC this July 16-17 to see their ideas take shape and hear what the rest of the industry is saying about the digital future of the industry.
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“All other things being equal, wirehouses entering the RIA space by creating separate independent yet associated models will accelerate the movement of brokers to the fully independent space.”
Bernie Clark,
EVP & Head of Schwab Advisor Services,
Charles Schwab
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“Firms that put the holistic customer experience first will win in the wealth management industry – and it won’t be as simple as delivering digital capabilities– but about giving customers what they want, whether it’s in person, via technology, or likely, both.”
Dr. Kelli Keough
Global Head of Digital Wealth Management
JPMorgan Chase
We're still feeling the love at In|Vest!
Save 14% on your ticket with promo code VALENTINE.
This offer ends today, Feb. 15 at midnight.
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LAST CALL FOR In|Vest DEMOS
Round two of our live demo applications end today, Friday, February 15. If you have an exciting WealthTech solution, now's your chance to enter!
Get more details here.
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PRESENTING PARTNERS
