Wealth management is changing dramatically and quickly. Digital platforms significantly advance what tools can be offered to clients. For customers these promise better user experience, more investment options, transparency and lower fees. For firms, they open new markets, address the ‘advice gap,’ and the rising cost of regulation.
In|Vest brings together technology and strategy executives from across the wealth management to explore the changes and offer a digital vision of the future.
WHAT IS IN|VEST EUROPE?
In|Vest launched last year in New York City as the premier industry conference showcasing the companies, people and technologies that are creating the digital future of wealth management.
In|Vest Europe, taking place November 15 in London, will bring together the entire global community dedicated to helping individuals and families with investing, saving and financial advice.
WHO WILL BE SPEAKING? TOPICS?
View the event Website here.
WHO ARE THE CREATORS OF THE EVENT?
In|Vest Europe is brought to you by SourceMedia, publishers of American Banker, Bank Investment Consultant, Financial Planning, On Wall Street and a number of other financial services industry publications.
WHO WILL ATTEND?
Senior executives from all facets of wealth management—traditional banks, broker dealers, private banks, regionals and independents, online investment platforms, technology and service providers. Rounding out this group will be venture capital and private equity investors looking to get in and out of the space.
WHEN AND WHERE?
In|Vest Europe will be held November 15, 2016 at Etc. Venues St. Paul in London.
WHO DO I CONTACT ABOUT SPONSORSHIP?
For information about sponsoring or exhibiting at In|Vest Europe please contact Stacy Gellman at +1 (212) 803-8841 or email@example.com.
WHO DO I CONTACT ABOUT SPEAKING?
Please reach out to Rebecca Sausner at + 1 (212) 803-8639 orRebecca.firstname.lastname@example.org.
IS MY REGISTRATION TRANSFERRABLE? WHAT IS THE REFUND POLICY?
Substitutions may be sent at any time. No refunds or letters of credit are available later than the event Cut Off Date (14 Days prior to start date). All cancellations must be made in writing, submitted within 90 days prior to the Cut Off Date of the event and will be subject to a cancellation fee equal to 50% off the registration fee or a Letter of Credit which will cause forfeiture of the entire registration fee but allow one admittance to a future SourceMedia event to be used in the same year.