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Q: What is the biggest trend you’ve seen in wealth management?
A: “As an industry, we’ve become more mature about understanding what technology means and delivers to the proposition of wealth. We’re beginning to realize that it allows us a way in which to reach clients differently. None of that is necessarily new. We’re now able to prove that it works,” says venture capitalist and In|Vest chair Sebastian Dovey. | |
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| In|Vest – Welcome to the 2020s | | It’s a pivotal time for wealth management. The last decade of wealth tech was about exuberance. This decade is about reality and sustainability. We are at a key crossroad where firms are now looking for breakthrough success and ROI. Coming to New York City on June 18-19, In|Vest 2020 will bring all of the players to the stage to look ahead and define the next decade of digital transformation in wealth management. | | | | • | |
The 2020 Agenda → | | The agenda will be announced in the coming weeks. Contact brent.hendrix@arizent.com to be notified. |
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| How Nova Credit caught the eye — and dollars — of A-listers | | By Penny Crosman 4 min read
| | The fintech, which translates foreign credit reports to help immigrants get loans, says it has raised millions from venture capital firms and celebrities like Alex Rodriguez and U2's The Edge because its product addresses important economic and social needs. Read More →
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| 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 → | | |
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