Financial Planning Announces Topics of Discussion for In|Vest West 2019

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Largest and Most Anticipated Digital Wealth Management Conference Explores Industry’s Future Standards

“In|Vest West attracts the industry’s most innovative leaders in wealth management and fintech. We are confident that the insights shared at our tentpole San Francisco event will help prepare attendees for the future of digital transformation.” Chelsea Emery, Editor in Chief, Financial Planning

Financial Planning, the only information resource dedicated to the needs of the independent financial planner, today confirmed the agenda for its highly anticipated annual conference, In|Vest West. The event will take place December 5-6, 2019, at the Parc55 Hotel in San Francisco, CA.

Data and innovation will be the key focus of In|Vest West, highlighting what businesses need to do to evolve — and reshape industry standards. Behavioral finance tools, for example, are expected to have the greatest impact on the future of wealth management, according to Financial Planning’s Tech Survey, whose findings will be released exclusively at the event.

The conference will articulate the investment advisory world’s dominant strategic and commercial agenda for the coming decade. Additionally, this year’s assembly will openly and honestly address preventing sexual harassment in the fintech and wealth management industries with an influential panel of experts.

“In|Vest West attracts the industry’s most innovative leaders in wealth management and fintech,” said Chelsea Emery, Editor in Chief, Financial Planning. “We are confident that the insights shared at our tentpole San Francisco event will help prepare attendees for the future of digital transformation.”

The conference will feature more than 500 senior executives from every area of wealth management — from traditional and private banks, to online investment platforms and venture capital firms. Educational tracks, led by industry innovators, emerging fintechs, wealth management institutions and technology giants, will reveal first-hand knowledge about the incoming wave of transformation. High-energy networking activities throughout the event will foster collaboration and discussion with peers.

A full agenda for In|Vest West 2019 can be found here. Notable sessions throughout the two-day conference include:

  • The Next Marathon: Wealthfront’s Vision Of 2030 - featured speaker, Andy Rachleff, Co-founder and CEO, Wealthfront
  • Doing More Than Good To Great: What A Business Needs To Transform Great CX To Outstanding CX In Wealth Management featured speaker, Ilan Davidovici, Client Experience Leader, Edward Jones
  • Improving the Digital Client Acquisition Experience - featured panelist, Kabir Sethi, Managing Director, Head of Digital Wealth Management, Merrill Lynch Wealth Management
  • Wealth Management Innovation and The Five New Rules of Client Segmentation and Engagement - featured panelist, Cynthia Loh, CFA, Vice President, Digital Advice and Innovation, Charles Schwab
  • How to Prevent Sexual Harassment in FinTech & Wealth Management - featured panelists, Alex Chalekian, Founder & CEO, Lake Avenue Financial, and Rachel J. Robasciotti, Principal & Wealth Manager, Robasciotti & Philipson

“We are thrilled to once again bring to life our In|Vest West conference which demonstrates the influence Silicon Valley has on the entire wealth management industry,” said Gemma Postlethwaite, CEO, SourceMedia. “The industry as we know it is set to make monumental changes over the next decade and we at SourceMedia and Financial Planning are pleased to be at the forefront of that conversation.”

In|Vest West is presented by Financial Planning and SourceMedia. Learn more about In|Vest West and register here: https://www.financial-planning.com/conference/invest-west-2019

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About Financial Planning
Financial Planning, a SourceMedia brand, delivers the essential analysis and insight that independent advisors need to make informed decisions about their business and the clients they serve. The only information resource dedicated to the needs of the independent financial planner, Financial Planning provides analysis and breaking news, opinion and expert advice, and practical business-building ideas. The Financial Planning community is deeply engaged through interactions on social media, comment forums, research panels, and an authoritative network of contributors. As advisors optimize their practices' investment performance and client service in a complex, highly regulated industry, Financial Planning delivers actionable and insightful content.

About SourceMedia
SourceMedia is a business information, media and events company serving professionals in the financial services, technology and data industries. The company advances communities of professionals and marketers by uncovering powerful ideas, connecting industry leaders, and benchmarking progress. Brands include American Banker, The Bond Buyer, PaymentsSource, Financial Planning, Digital Insurance, Accounting Today, and National Mortgage News.

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Eddie Kraft
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