Would industry players make a play for the network?
Unsubscribe View in browser
INVEST INSIGHTS
IN|VEST WEST →
Icon December 5-6, 2019 | San Francisco
Featured Speakers    Agenda
Attend
Image
FINANCIAL PLANNING
1. XYPN's rapid growth has some members asking if it can remain independent
By Sean Allocca      4 min read
As the fee-based financial planning network adds more members and rolls out new services, some members raised questions about its ongoing business strategy. Read More →
SPONSOR CONTENT
One step ahead: Help protect your firm and clients from cyber fraud
Technology and cyber criminals are evolving at the same rate, developing new ways to separate people from their assets.
READ OUR REPORT
FINANCIAL PLANNING
2. Registration now open for 2020 Best Fintechs to Work For
    1 min read
The deadline to apply is Sept. 27. Read More →
FINANCIAL PLANNING
3. Why a robo advisor wasn't enough for BOK Financial
By Sean Allocca     4 min read
In addition to launching an automated investing app, the bank created a dedicated advisor unit to provide personal service to customers when they need it. Read More →
FINANCIAL PLANNING
4. 'Hey Google, check my balances:' More voice tech coming to RIAs
By Jessica Mathews     3 min read
Barriers to adoption for RIAs include security concerns and fear of increased client anxiety. Read More →
AMERICAN BANKER
5. Even after breach, Capital One is 'all in' on the cloud
By Kevin Wack     2 min read
The company still intends to shut down its data centers next year even as the recent hacking that exposed the data of some 100 million people raised questions about its aggressive embrace of cloud computing. Read More →
AMERICAN BANKER
6. U.S. ATM inventor celebrates its 50th anniversary
By Will Hernandez     4 min read
Donald Wetzel, the man who devised the first U.S. cash dispenser, says automated tellers will always exist — even as they evolve beyond their initial purpose. Read More →
 
HOT MIC
Tech is fueling the move to independence: Q&A with TD Ameritrade’s Vanessa Oligino
Image
Q: What is fueling the move toward the independent channel?

A: "Today there are full blown technology suites you can just plug directly into and vendors that you can pick and choose from for any of your needs."
Get the whole conversation →
Demo Your Product at In|Vest West
Ready to showcase your solution to the audience at In|Vest West? We’re looking for 15 of the industry’s exciting new players to showcase their products, platforms and innovations that are transforming the wealth management industry.
•
Apply to Demo →
Due Friday, September 20, 2019
•
Here's What We're Looking For →
Learn More About Demos at In|Vest
•
View Demos from NY →
Watch the Demos from In|Vest NY
See Full Agenda →
 
Raising Capital
Image
Cryptocurrency AML software vendor Elliptic gets $23 million in funding
By Penny Crosman     3 min read
The company sees increasing consumer demand for cryptocurrency, especially in Asia, and gradual acceptance among financial institutions. 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 →
facebook twitter linkedin email
 
 
Unsubscribe  |  Manage preferences  |  Privacy Policy  |  Reprints
SourceMedia
One State Street Plaza, 27th Floor, New York, NY 10004