Technology
Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.
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The makings of a true destination RIA
July 12 -
Advisors and clients would benefit acknowledging what's really driving financial decisions.
July 12
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“I’m perennially scared of overwhelming our customers,” Acorns CEO Noah Kerner says at the InVest Conference.
July 11 -
Panelists: Randy Bullard, General Manager of Wealth Management, SigFig; Hannah Grove, Managing Director and Chief Marketing Officer, iCapital Network; Jon Stevenson, Head of Wealth Management & Banking, MoneyLion; and Kendra Thompson, Managing Director, NA Head of Wealth Management, Accenture.
July 11 -
Analytics for retirement readiness.
July 11 -
Panelists: Amber Baldet, Co-founder, CEO, Clovyr; Vern Brownell, CEO, D-Wave; Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley; Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.
July 11 -
Perimeter security is broken, says Amber Baldet, former head of blockchain at JPMorgan Chase and founder of fintech startup Clovyr.
July 11 -
Panelists: Renée D. Brown, CMO, Retail Financial Services, TIAA; Steven Dorval, President, John Hancock Personal Financial Services; Matt Fellowes, CEO, United Income; Roger Lee, CEO and Co-Founder, Human Interest
July 11 -
Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11
