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Q: What are the biggest benefits of technology?
A: The misconception is that technology is going to allow financial planners to serve significantly more clients. The number of relationships a person can have is somewhere around a hundred. That’s finite. | |
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| 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. | | | | | |
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| Plaid gets strategic investment from Mastercard and Visa | | By Kate Fitzgerald 1 min read
| | Plaid, the San Francisco-based financial technology infrastructure provider, has received strategic investments from Mastercard and Visa as part of a $250 million round of funding. Plaid did not disclose the two networks' specific investments. 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.... Learn More → | | |
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