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| Q: Where will technology be most disruptive in wealth management? | | A: It’s not the new client-facing tech that advisors have to have. Tech disruption has the potential for all sorts of implications that people won’t even notice. 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 December, E-Trade launched a national referral network to connect independent financial advisors to potential clients; Edelman Financial and Mercer Advisors were two high-profile signings. Come to In|Vest 2019, July 16-17 in NYC, to sit down with E-Trade CEO Karl Roessner and American Banker editor-at-large Penny Crosman to hear more about Roessner’s vision. | | Learn more | Register |
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| | | Leading investors say too many traditional financial institutions, out of their depth in fintech investment, end up imposing controls that slow down otherwise nimble young companies. (American Banker) | | » 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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