Why Envestnet may be your next custodian

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

Unsubscribe View in browser IN|VEST WEST → December 5-6, 2019 | San Francisco Featured Speakers Agenda Attend FINANCIAL PLANNING 1. Why Envestnet may be your next custodian By Sean Allocca 5 min read By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report. Read More → SPONSOR CONTENT Connecting Clients to Liquidity Understand why and when it can make sense to borrow against an investment portfolio Increase your AUM FINANCIAL PLANNING 2. Soothing or ‘absurd?’ Pretend advisors roleplay as planners in YouTube videos By Sharon Adarlo 5 min read An online audience clamors to hear about cash withdrawals and weekly budget numbers delivered in a unique way. But what do wealth management pros think? Read More → ON WALL STREET 3. Wirehouses floor it on technology at expense of recruiting By Mark Elzweig 3 min read The solo practitioner is becoming an endangered species as firms concentrate on tailoring tech for mega teams. Read More → AMERICAN BANKER 4. Data aggregators push back against notion they have a fraud problem By Penny Crosman 5 min read Fincen and others say third parties are proving to be treasure chests for crooks who create synthetic identities, but aggregators argue they help detect risk banks can’t see. Read More → FINANCIAL PLANNING 5. Morgan Stanley adds coaching, student loan refinancing to financial wellness platform By Kayla Webster 3 min read The wirehouse's investment bank is hoping the tool will give employees the resources they need to be smarter with money. Read More → AMERICAN BANKER 6. Does Amazon-Google-Microsoft hold on the cloud pose a risk to banking? By Brendan Pedersen 7 min read With financial institutions relying more and more on cloud computing services, Washington is increasingly focused on the concentration of industry data in the big three technology giants. Read More → HOT MIC One community banker's plan to reach the underbanked Q: How can tech help advisors with fixed income services? A: “We think it is with millennials. Community banks do really well with people 40 to 70. … I’ve had three kids in college in the last four years, and they behave differently,” says Julieann Thurlow, CEO of Reading Cooperative Bank. Get the whole conversation → No one dives deeper into wealthtech In|Vest West will focus on cutting-edge wealth technology, and feature the fresh ideas from startups that will be the future suppliers and partners to the major firms in our industry. • Meet Our First Speakers → And stay tuned. There are more to come! • Get your Saver Rate ticket → $500 savings end October 4. • Sponsor or demo at In|Vest West → Sign up now. Limited opportunities remain. See Full Agenda → Raising Capital Mexican payments startup Klar raises over $57 million By Michael Moeser 2 min read Klar has completed two funding rounds — one for equity and one for debt — raising over $57 million in funding, including Santander’s InnoVentures as an equity investor. 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 → Unsubscribe | Manage preferences | Privacy Policy | Reprints One State Street Plaza, 27th Floor, New York, NY 10004