The M&A wave is continues to crest. Advisors are more worried about the mobile experience they offer than about threats from digital advice platforms. Behavioral finance tools are top of mind, and budget. AI to spur digital engagement is the new “must have” feature. And of course there are suggestions of economic headwinds that could change all of this.And while many things are changing in the industry, some things aren’t. In|Vest NYC remains committed to bringing together the entire wealth…Find out more »
A comprehensive directory of upcoming events and conferences for financial advisors, planners and wealth managers.
This summit for financial advisors will address the most talked-about issues affecting advisors' books of business, including Broker Protocol developments, the impending SEC Best-Interest rules, and setting your business and clients up for success. We will look at how technology is fueling the rapid growth of the independent movement and of robo-like competition. We will address universal issues, such as advising clients in turbulent times, analyzing best practices for managing your team, growing through acquisition and extracting equity from your…Find out more »