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| In|Vest West 2019 Greetings -
We're just days away from In|Vest West, and the digital wealth management industry could potentially be reshaped by a blockbuster deal.
Charles Schwab is expected to purchase TD Ameritrade for $26 billion. If made official and approved, the deal will likely add thousands of new retail clients and independent advisory firms — and tens of billions of dollars in new digital assets — to the Schwab platform.
Discount brokerage giants are now in a pivotal role to influence innovation and growth among advisory firms and robos, industry observers say. “The advisor is already under threat from the commoditization of portfolio management and even to a degree digital planning-based advice,” says Will Trout, senior analyst at Celent, one of the industry experts attending In|Vest West this December.
“Now that the balance of power is shifting away from the advisor, there’s all the more urgency to jump in.” William Trout In|Vest West will feature leaders from Schwab, competing custodians and several prominent digital advice firms that all face pressure to succeed in a market that is being realigned to favor low-cost advice, delivered digitally at massive scale.
Attendees will hear directly from top executives and thought-leaders about how such developments will shape the industry in the next decade, and which strategies will elevate firms above the competition. JOIN US TO LEARN MORE
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