In a year of unprecedented developments, change has been the only constant. Transformation is a prevailing theme in 2020, so we’re evolving in two critical ways that reflect the industry — going digital and merging communities. Financial Planning’s INVEST and INVEST West are combining to bring the entire wealth management industry together for one world-class digital event. This is your destination to explore the digital-first transformation and create your growth plan with technologists and strategists leading the way through wealth management’s pivotal moments. The best minds in wealth tech will be shaping the future — together.
A world-class digital experience
• Peer-to-peer networking & roundtables
• Community & speaker directories
• Live chat speaker Q&A
• On-demand content library
• Personal schedule builder
• Educational material downloads
Virtual exhibit hall
• Explore the latest innovations
• 1:1 virtual demos with sponsors
You’ll have a voice in these essential conversations
The new not-so-normal
With the pandemic accelerating the race to digital, which changes are temporary and which are permanent?
New tech, new marketing
How are new channels and platforms influencing marketing, and how will organizations identify and sell their differentiators?
Wealthtech and beyond
Traditional, robo and hybrid approaches to advice — what’s working, who’s winning and what are the emerging customer perceptions?
Head of Digital Strategy & Platforms
UBS Wealth Management
Head of Technology
RBC Wealth Management
Head of Advisor Technology
Managing Director, CMO
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