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Digital wealth management is experiencing a pivotal moment. The industry is at a key crossroad where firms have invested in digital, but now are looking for that breakthrough success and ROI.

What should these wealth tech execs be thinking about in terms of the technology and the model. What are the industry benchmarks? How can we tell who is winning? Where is the competitive edge in digital?

The industry leaders at In|Vest will answer these questions and more as we look to define the next decade of digital transformation in wealth management.

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