InVest: Financial Planning and Conferences 2020 | Arizent | 17 November 2020 | Virtual Event

For the first time ever, Financial Planning’s INVEST and INVEST West will bring the industry’s best minds together for one digital event. This is your destination to learn, contribute and connect as the entire community looks towards the future of wealth tech. You’ll explore the deep structural changes required for sustainable growth in a maturing market. You’ll compare the leading concepts and designs for customer and advisor experiences. You’ll examine the digital strategies driving the industry’s transformation and the impact they have on business models and deal making.

INVEST has grown into the industry's largest and most anticipated digital wealth management event. With 1,000+ executives attending, this is where leaders come to plan for the future of their businesses and shape an evolving industry.

2020 Speakers

Jeanne Andreana
Head of Digital Strategy & Platforms, UBS Wealth Management

Dana Anspach
Founder & CEO, Sensible Money

Toussaint Bailey
CEO & Principal, Enso Wealth

Greg Beltzer
Head of Technology, RBC Wealth Management

Gary Carrai
Head of Advisor Technology, LPL Financial

Leda Csanka
Principle Consultant, Strategic Tech Consulting

Ilan Davidovici
Principal, Client Experience, Edward Jones

Lule Demmissie
President, Ally Invest

Sebastian Dovey
Chairman of the Board, F2 Strategy

Doug Fritz
Founder & CEO, F2 Strategy

Steve Gresham
Managing Principal, The Gresham Company

Craig Iskowitz
Founder & CEO, Ezra Group

Dipti Kachru
Managing Director, CMO, JPMorganChase

Cynthia Loh
Vice President, Digital Advice, Charles Schwab

Kirti Naik
Head of Wealth Management Marketing, BNY Mellon

Ryan W. Neal
Technology Editor, Financial Planning

Ashish Puri
Head of Client Strategy, Digital & Client Platform, Wealth Management Americas Technology, UBS Wealth Management

April J. Rudin
Founder and President, The Rudin Group

Abby Salameh
Chief Marketing Officer, HighTower

Matthew Schlueter
President, Products and Platforms, Advisor Group

Kabir Sethi
Managing Director, Head of Digital Wealth Management, Merrill Lynch Wealth Management

Gavin Spitzner
President, Wealth Consulting Partners

Jonathan Stein
CEO & Founder, Betterment

Jon Stevenson
Head of Wealth Management, MoneyLion

Natalie Sunderland
CMO, Addepar

Gauthier P. Vincent
Principal, Deloitte Consulting LLP

Ankur Vyas
Head of Wealth Omni Channel, Truist

Brooke Worden
President, The Rudin Group

2020 Sponsors

GOLD:
• Abaka

SILVER:
• Capco
• Factset