For the third year in a row, we’ll be sponsoring IN|VEST, the industry’s largest wealth tech event, held July 11-12 in NYC.

Last year’s IN|VEST panel, Say No to Robo – Say Yes to Digital Wealth, brought together speakers from Morgan Stanley, EY, and AssetMark who dug into the bigger, strategic picture of digital wealth. Our panelist had so many great insights we highlighted them in this SlideShare.

This year we worked with Alois Pirker from Aité Group to create a session for the Research Track, entitled Robo-Advice: Revenge of the Incumbents. We will explore how digital disruptors first demonstrated the potential of automated advice, and how traditional firms are responding to this threat and opportunity. Our own CEO Anton Honikman will interview Alois about his research into how incumbents are developing their digital wealth offerings.  

Key takeaways for attendees will include:

  • The latest results from Aité’s annual advisor survey anéd executive interviews
  • The current size of the robo-advice industry and its estimated growth
  • How the industry already moved through many different stages of robo-advice adoption
  • Key advantages and opportunities for incumbents

Learn more about IN|VEST 2017, and use our code “GUEST” for a $200 discount on your registration fee.