December 5-6, 2019 | San Francisco

FINANCIAL PLANNING

1. Paid blogging is ‘big business’ for robo advisors

By Bernadette Berdychowski, Sean Allocca 7 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

2. Envestnet banks on subscription revenue after MoneyGuide deal

By Sean Allocca 4 min read

The turnkey asset management platform is targeting enterprise firms willing to pay more than $100,000 per year, CEO Jud Bergman said during an earnings call....Read More →

FINANCIAL PLANNING

3. In bid for new client crop, Ladenburg buys stake in impact investing robo

By Tobias Salinger 6 min read

Newday’s tools include content centered around clients’ issues of focus and, soon, a corn-based compostable debit card....Read More →

AMERICAN BANKER

4. Apple Card: 10 key takeaways

By Daniel Wolfe

Apple's new credit card isn't just another virtual card in its virtual wallet. It borrows a lot of features from the most successful brands in payments and technology....Read More →

AMERICAN BANKER

5. Why Walmart's cryptocoin is getting a warmer welcome than Facebook's

By John Adams 5 min read

There are subtle differences in Walmart's virtual currency project compared to Facebook's Libra, but these may be enough to avoid the regulatory firing squad that Facebook has endured....Read More →

PAYMENTSSOURCE

6. VCs building an 'ecosystem' through fintech investments

By Robin Arnfield 5 min read

VCs have been devoting more attention — and funding — to U.K.-based digital remittance providers such as TransferWise, Revolut, WorldRemit and their smaller rival Paysend....Read More →

HOT MIC

Customer experience ‘has to come first,’ says E-Trade’s Roessner

The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.

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Call for Speakers Open for In|Vest West

We’re actively seeking session proposals from firms that are in the midst of digital transformation efforts aimed at driving growth, improving the end client experience, increasing digital engagement and all areas of asset management.

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Submit Speaking Proposal →

Due Friday, August 28, 2019

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Here’s What We’re Looking For →

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Raising Capital

Challenger banks rake in venture capital bucks

By Penny Crosman 4 min read

Changing consumer attitudes about these companies and the emergence of open banking have made them appealing to venture investors, whose commitments rose 15% in the first half of the year. 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.... Learn More →

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