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| Q: Is a flat-fee pricing model catching on? | | A: For a long time in retail services, value has not been aligned with the price paid. | | » Read more |
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| | | The recent rise of digital platforms has called into question the relevance of financial advisors and the viability of current advisory business models. In|Vest 2019 welcomes wealth management's resident guru Michael Kitces to look at how technology is once again driving major changes in the business model of financial advisors. | | Learn more | Register |
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| | | Aging systems have become a "pain point" in financial services and newcomers are trying to push aside traditional vendors. (American Banker) | | » Read more |
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| | | In|Vest is the home of the wealthtech community and the digital leaders in wealth management. Since its inception, we've united more than 3,000 executives to explore the changes in the market and discover innovations in investing, saving and financial advice. » Learn More |
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