For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call.
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INVEST INSIGHTS
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Icon June 18-19, 2020 | New York
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FINANCIAL PLANNING
1. Tech innovation in the time of coronavirus
By Douglas Fritz      3 min read
For firms that haven't recently updated their capabilities, the next few months will be a rough wake-up call. Read More →
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AMERICAN BANKER
2. Speed matters during a crisis. Here's how tech can help.
By Daniel Gorfine     3 min read
Online platforms and apps can be utilized to quickly support small businesses and consumers facing unexpected financial hardship. Read More →
FINANCIAL PLANNING
3. Ex-PayPal CEO Bill Harris launches neobank for struggling households
By Penny Crosman     8 min read
The serial entrepreneur has created a challenger bank called One for middle-income people with complicated financial lives. Read More →
 
HOT MIC
Giving back to wealth management by speaking out
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Q: How has your experience affected the way you interact with other advisors in the industry?

A: "My quote-unquote ‘mentor’ was someone that was not the nicest person. Basically, when I told them I realized that what they were running was kind of a chop shop, they told me I would never make it in this business without them. So if we fast-forward, now I like to give back to the industry and help out, and that’s one of the reasons why I always have an open-door policy if advisors want to talk and share ideas,” says Lake Avenue Financial CEO Alex Chalekian.
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INVEST 2020 is proceeding as planned on June 18-19
INVEST 2020 is proceeding as planned and we look forward to welcoming you to New York City on June 18-19. We are actively monitoring the coronavirus situation and tracking guidance provided by the CDC and the World Health Organization. Should the situation change, we will be sure to notify you right away.
View the full announcement →
Get more details from the INVEST team.
Super Saver rate extended  →
Due to the impact of current events, the deadline is now Friday, April 10.
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Explore the new topics and themes.
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Raising Capital
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Australia unicorn Airwallex seeks $200 million in funding
    1 min read
Australia’s Airwallex group is seeking about $200 million in a series D equity funding round to bankroll its cross-border payments business globally, according to people familiar with the matter. Read More →
ABOUT INVEST
INVEST 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. Join us at our next event.... Learn More →
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