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| Early Rates ($300 off) End Next Week - Get Your Ticket Content Track Feature Driving Growth Digital strategy isn’t just a customer experience play, it’s also about driving growth.
In|Vest 2019 has added this group of sessions to explore how firms are using technology strategy and
The Evolution of Digital Direct Acquisition Andres Garcia Lauren Radcliffe Aaron Schaben David Snider Dr. Jon Roberts Digital direct acquisition is growing more sophisticated by the day.
M&A Trends & Topics Liz Nesvold David Teten Kyle Zasky Damon Gatison Mergers and acquisitions are one of the defining factors of the wealth management industry today. This session will outline the biggest deals and identify trends in both aspects of the market.
Track Keynote You won't want to miss this track keynote from Christopher DeLaura, Director of Private Banking and Advisory at Fieldpoint Private, the fast-growing wealth advisory and private banking boutique serving ultra-high-net-worth families and institutions. Christopher DeLaura
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