In|Vest Agenda > Track: Advisor Tools
Tuesday, July 11, 2017
4:00 p.m. - 4:40 p.m.
Editor-in-Chief, Financial Planning
President, Genesis Wealth Advisors, LLC
Managing Director - Intermediary Distribution, BMO Global Asset Management
Chief Executive Officer, Edelman Financial Services
The debate about robo vs. human advisor seems to be over, as research indicates that most customers across all wealth categories prefer a hybrid approach. This session will explore how that works in real life, with experienced advisors talking about how they integrate tools and conversations on a daily basis.
4:45 p.m. - 5:25 p.m.
Managingl Partner, FinTech Collective
CEO, iCapital Network
CEO & Co-Founder, DarcMatter
Investor demand for alternatives remains strong, but so does pressure on fees and the demand for more liquidity. This session will focus on the tech developments that are increasing access and liquidity, and how firms are fitting these tools and strategies into their tech stack.
Wednesday, July 12, 2017
1:30 p.m. - 2:10 p.m.
Editor-at-Large, American Banker
Founder & CEO, Gold Bean
Founder and CEO, Marstone
Banks and wealth managers have options when they choose a digital wealth platform provider, with the choice dependent primarily on who their customers are and their needs. This panel will look at three different kinds of platforms and explore how to build and choose the right levels of advice, support, and delivery models for each class of client, based on partner offerings. What are the most important factors in choosing a white-label partner? What are the most important functions for each customer segment?
2:15 p.m. - 2:55 p.m.
Financial Services Industry Advocate
Sarah Stanley Fallaw, Ph.D.
President & COO, Wishlife
There’s no shortage of discussion about how new platforms and tools can increase advisor efficiency and insights, allowing time for more and better conversations. This discussion wlll look at some of the newest tools available for improving advisers’ conversations, and a look at what’s on the horizon.