Explore our wealth management community
Disruption has come to the role of the advisor and the firms structured around them. With all of wealth management services in flux, it's never been more important for us to dive deep into the ideas that are redefining customer expectations and the criteria for success.
Wealth management is increasingly technology driven—with new user interfaces, account aggregation, artificial intelligence and regulatory changes driving progress for those at the leading edge. INVEST, taking place June 18-19, 2020 in NYC, brings together technology and strategy executives from across the entire wealth management community to explore the digitalization of the wealth management market.
We deliver a direct line to the leaders, innovators, and rising stars you need to reach.