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| Q: What’s the next big step forward in advisor technology? | | A: The need for a better mobile presence is particularly important. It’s something we’ve been hearing from clients and have seen in the data. | | » Get the whole conversation |
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| | | The threat of being replaced by online platforms doesn’t worry advisors like it used to, but clients still want a digital experience and the advanced tools that come with it. Don’t miss this track of sessions at In|Vest 2019 that will dive into the solutions being deployed. | | Learn more | Register |
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| | | The San Francisco fintech, which uses artificial intelligence to make consumer credit decisions, has raised an additional $50 million. It also announced new partnerships with lenders and plans for a credit card. (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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