The wealth manager recently introduced monthly fees. But, it's not for everyone. (Financial Planning) Read More

2. Why advisors must adapt to a new investor: Q&A with In|Vest speaker, RBC Wealth’s Amit Sahasrabudhe

It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of strategy and technology. (Financial Planning) Read More

3. Where bolt-on robo advisors fail banks and RIAs

Forward-looking firms are implementing digital advice offerings that can take them beyond allocating to a model portfolio. (Financial Planning) Read More

4. Fidelity seeks to strengthen muni bond research for clients

The firm's partnership with software issuer BondLink aims to expand access to aggregated issuer data. (Financial Planning) Read More

5. Is new Citi planning tool late to the game?

About 82% of financial advisors are already using financial planning software. (Financial Planning) Read More

6. Morgan Stanley focuses on data quality to strengthen AI

The bank is one of many to realize that artificial intelligence is only as good as the data fed into it. (American Banker) Read More

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Hot Mic

Why Ric Edelman went all in on fee-only planning

Q: How has the advisor value proposition changed?

A: We tell our advisors, if in a two-hour client meeting, you’re spending more than 10 minutes talking about a portfolio, you’re making a mistake.

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On the Agenda at In|Vest 2019

Preview In|Vest 2019

The In|Vest 2019 digital brochure is here! Download your copy to get a full event preview, including the latest visionaries that have joined the program from Goldman Sachs, Charles Schwab, SigFig, Voya Financial and UBS, among many others.

Learn more | Register

Raising Capital

German-based challenger bank N26 still on track for 2019 U.S. launch

The firm will face off against other startups and mobile-only spinoffs from incumbent financial institutions. (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

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