Join hundreds of wealthtech industry leaders ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌ ‌

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INVEST

June 16-17, 2022 | New York, NY

DISCOVER INNOVATIVE STRATEGIES

June 16-17, 2022
Hilton Midtown | New York, NY
 

REGISTER TODAY

At INVEST you’ll learn how to position your organization and its products at the forefront of the industry with a keen focus on the client experience. 

You’ll have a voice in critical conversations and walk away with the tools and ideas to gain a competitive edge. 

Register now →

Insight into these critical issues makes INVEST a conference you can’t afford to miss:

Trending now

Three letters that could have a huge impact on advisors: ESG. Explore the why, how and ROI.


Crypto craze

How is increased interest in cryptocurrencies like Bitcoin changing the wealthtech landscape?


Transformative tech

From robo-advisors to data mining, how is tech transforming the advisor-client dynamic?


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COVID-19 PROTOCOLS  

INVEST will be a fully vaccinated event

There is nothing more important than the wellbeing of our community, our customers and our colleagues. When it comes to our in-person events, we will be following all of the guidance, precautions and measures recommended by authorities to make the experience safe, productive and welcoming for everyone. 

View our safety plan →

Last call for leaders

shaping the future

of wealth management 

If you think you have insights that can illuminate and

inspire the community, we want to hear from you.

APPLY TO SPEAK

      *Submissions to be received by March 4, 2022