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| Q: What will transform wealth technology in the coming years? | | A: Finances can be completely automated to make life easier and worry-free. The piece that is the hardest is integrating all the individual systems to make it work. | | » Get the whole conversation |
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| | | In|Vest 2019 welcomes Christopher Randazzo from Rockefeller Capital Management to the keynote lineup. Randazzo is president of private wealth management and head of technology & operations for Rockefeller and will discuss how it has quickly grown into one of the leading independent firms in the business. | | Learn more | Register |
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| | | The startup plans to double its team and expand its services to more clients. Its platform has about 200,000 users, has grown by 600% last year and is on track to grow by more than 300% this year. (Employee Benefit News) | | » 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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