Expect a surge in digital currencies as other banks unveil institutional offerings. (American Banker) Read More

2. Google or Amazon wealth management? How the threat is evolving

Are these companies really able to disrupt the current market? (Financial Planning) Read More

3. Personal Capital eyes new marketing strategy after $50M raise

The hybrid digital advice firm is expanding its marketing department. (Financial Planning) Read More

4. Wealthfront adds savings accounts to robo advice mix

The Silicon Valley firm rolled out a new partnership with a handful of banks. (Financial Planning) Read More

5. The challenger banks catering to gig-economy workers

The rise of freelance work like Uber has sparked a new generation of specialist fintechs. (American Banker) Read More

6. The future of wealthtech

It’s plausible that wealthtech will eventually replace financial advisors. (Forbes) Read More

SPONSOR CONTENT

Tap into the Power of Smarter Technology

Artificial intelligence, machine learning, and predictive analytics are driving new kinds of software product development and decision-making capabilities for advisors across the enterprise.

» LEARN MORE NOW

Hot Mic

Why firms are ‘running’ to advisor desktops: Q&A with Shirl Penney, CEO of Dynasty Financial Partners

Q: How are the technology providers trying to differentiate?

A: Our advisors want everything in one place without toggling around on a CRM.

» Get the whole conversation

On the Agenda at In|Vest 2019

The Preliminary Agenda Is Online

Get a preview of the year's most anticipated wealthtech event. The preliminary In|Vest 2019 agenda is ready to view. You'll see an expanded program that tackles 10 track themes mixed with CEO perspectives, new product demos and an innovation hall that will host the wealthtech marketplace

Learn more | Register

Raising Capital

Bankers have another data security issue to worry about

One startup raised $23 million by tackling a key bank security vulnerability: How to keep data safe when it is being used by an application. (American Banker)

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

Weekly Top 6

1. How will rivals respond to JPM Coin?