Pre-Registration Ends Monday, July 15 - Get Your Ticket New Keynote Session The Future of Fees, Tech & The Hot M&A Market Digital transformation has made it an exciting time in wealth management. The industry is ripe with opportunity, but firms also face considerable challenges on multiple fronts.
In|Vest 2019 welcomes David Canter, Fidelity’s Head of the RIA Segment (and In|Vest alum) to cover it all. Joined onstage by Capco’s wealth management thought leader Kapin Vora, the two will cover what the future holds for wealth management, and how to shape your business to face economic headwinds, David Canter Custody Solutions Kapin Vora To unsubscribe from promotional messages please click here. Customer Service: (212) 803-6075 |