What Morgan Stanley’s E-Trade deal me ans for digital wealth

The all-in-one platform model is attracting some of the largest firms.

Unsubscribe View in browser IN|VEST → June 18-19, 2020 | New York Featured Speakers Agenda Attend FINANCIAL PLANNING 1. What Morgan Stanley’s E-Trade deal means for digital wealth By Sean Allocca 4 min read The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof. Read More → SPONSOR CONTENT More tech solutions. More third party integrations. More flexibility. Integration Xchange can let you customize a technology platform to your unique needs with more than 175 third-party integrations, APIs, data feeds, portfolio management solutions, and more- all in one place LEARN MORE NOW → LEARN MORE NOW FINANCIAL PLANNING 2. What’s in JPMorgan’s playbook to expand its wealth unit? By Andrew Welsch 3 min read The bank’s $1 billion annual tech spend is part of its arsenal. Read More → AMERICAN BANKER 3. Nearly all age groups say they’d bank with tech giants By Penny Crosman 3 min read In every segment except people older than 64, a majority would consider banking with Apple, Google, Amazon or Facebook, a new survey finds. Read More → HOT MIC Not seen, now heard: How Sonya Dreizler is bringing women's stories to light Q: What is the biggest barrier to advisors and firms using impact investing? A: “Advisors. There's plenty of product across many different platforms and it's available in every possible form. The interest from retail investors is also there. … Advisors need to explain what it is in order for their clients to say that they want it. You shouldn't expect clients to come in and ask specifically for sustainable investing, but it's something that an advisor can talk about even if they don't have a solution yet,” says impact investing consultant Sonya Dreizler. Get the whole conversation → In|Vest 2020 – Demo Application Deadline is Friday, February 28 Ready to showcase your wealthtech solution to the In|Vest audience in a live demo? Apply to demo this week. Applications are due Friday, February 28. • Demo at In|Vest 2020 → Only 8 demo opportunities remain. • Get Your Super Saver Ticket → Super Saver ticket rates ($400 off) end Friday, March 20. • Learn More About In|Vest 2020 → Why you should join us June 18-19 in NYC. See Full Agenda → Raising Capital Credit-building startup Self raises $20 million By Michael Moeser 2 min read The savings and credit building startup Self Financial has raised $20 million in a Series C funding round to help fuel its expansion to serve financially struggling consumers. 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 5,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. Join us at our next event.... Learn More → Unsubscribe | About | Contact | Privacy Arizent One State Street Plaza 27th Floor, New York, NY 10004 ©2020 Arizent. All rights reserved.