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The digital advice startup had no one with knowledge of branch banking. A board member told them to call Mike Reed, JPM's former retail branch chief.

New technology gives every shareholder a louder voice

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.

Bryan Mullin, CFA, Head, Alternative Investments, RBC Wealth Management, James Waldinger, CEO, Artivest

ESG goes mainstream

Alexandria Partners’ CEO asks InVest Conference attendees how much they assume they are being clear.

Panelists: Augustine SC Hong, CEO and Co-Managing Partner, Alexandria Capital; Peter Phelan, Founder & CEO, ValuesCulture; and Patrick Tucker, Founder, True Measure Advisors.

The makings of a true destination RIA

Advisors and clients would benefit acknowledging what's really driving financial decisions.

Advisors often fail to truly understand their clients' most vital goals, an advisor says at the InVest Conference.