Blockbuster deals, Google’s threat an d popular tech: The biggest stories of 2019

What were the most impactful developments in a busy year for wealth management innovation and technology?

Unsubscribe View in browser IN|VEST → June 18-19, 2020 | New York Featured Speakers Agenda Attend FINANCIAL PLANNING 1. ‘Nothing is stopping’ Google from entering wealth management By Sean Allocca 7 min read Little can keep the search engine giant from entering wealth management. But advisors still have weapons at their disposal. They just need to use them. Read More → SPONSOR CONTENT Ready to offer clients a digital advice solution? Find out what steps you can take to create a successful digital advice solution that helps your clients and your firm achieve their goals. LEARN MORE FINANCIAL PLANNING 2. Tech Survey: Advisors' favorite tech tools By Sean Allocca Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey. Read More → FINANCIAL PLANNING 3. Schwab-TD Ameritrade deal shifts 'balance of power' in digital advice By Sean Allocca 5 min read The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice. Read More → FINANCIAL PLANNING 4. Vanguard's planned robo poised to shake up automated investing By Sean Allocca, Suleman Din 2 min read The mutual fund giant is developing a new automated investment service priced to vastly undercut competitors. Read More → FINANCIAL PLANNING 5. Paid blogging is ‘big business’ for robo advisors By Bernadette Berdychowski, Sean Allocca 5 min read Acquiring clients can be expensive. Some digital investing platforms have turned to a marketing strategy they say may present “conflicts of interest.” Read More → FINANCIAL PLANNING 6. Wealth management fares worst in mobile app client satisfaction By Sean Allocca Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey. Read More → HOT MIC Why advisor tech had its iPhone moment: Q&A with Sunayna Tuteja of TD Ameritrade Q: What are some of the technological challenges facing advisors? A: I’m not a cook by any means, but you and I could have the same set of ingredients and come up with different dishes. The real challenges are how advisors are using the technology. Get the whole conversation → Registration Open for In|Vest 2020 Registration is now open for In|Vest 2020, taking place June 18-19 in New York City. Join 1,500+ industry leaders as we look to define the next decade of digital wealth management. • First 100 Registrations Save 40% → Get your ticket early to save! • Want to Speak? → The call for speakers is open through January 24. • Demo at In|Vest → Applications for live wealthtech demos now open. See Full Agenda → Raising Capital Ripple draws $200 million from investors to expand blockchain payments By Kate Fitzgerald 1 min read The San Francisco-based Ripple, which launched in 2012, will use the funding to add personnel to its global organization and enrich its services that power payments using blockchain technology with its XRP platform. 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 5,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. Join us at our next event.... Learn More → Unsubscribe | Manage preferences | Privacy Policy | Reprints One State Street Plaza, 27th Floor, New York, NY 10004