In|Vest 2020

Bringing together the wealth management community to talk digital disruptions in investing, saving, and advice - June 18-19, 2020 in New York City.

[In|Vest 2020 @InVest_Event]

In|Vest 2020 is coming to NYC this June 18-19. Join us as we define the next decade of digital transformation in #WealthManagement. First 100 registrants save 40% - https://t.co/t7aKxkqLON #wealthtech #fintech #InVest2020

[In|Vest 2020 @InVest_Event]

At this time, we are proceeding as planned and look forward to welcoming you to INVEST 2020 on June 18-19. For more details on our Coronavirus health & safety updates, view our community message - https://t.co/kXnm1oBSPb

[Tobias Salinger @TobySalFP]

Ep. 6 of the @InVest_Event podcast is live, with this week's guest @DavidDeVoe1. Give it a listen for two of my favorite things: the combination of chocolate with peanut butter and the reminder that step No. 1 of any external goal is to look within. https://t.co/rN5MxPntxB

[In|Vest 2020 @InVest_Event]

INVEST welcomed two new speakers this week from @CharlesSchwab, @EdelmanFE, to the program. Don't miss hearing their digital wealth insights this June 18-19 in NYC - https://t.co/6f6UKHS4a3 #fintech #wealthtech

[In|Vest 2020 @InVest_Event]

The best rates to attend In|Vest 2020 end tomorrow, Jan. 24. Get your ticket now so save up to $700 to attend - https://t.co/tT8MFomuLz #WealthManagment #FinTech

[In|Vest 2020 @InVest_Event]

If you missed #InVest last year, or are looking forward to In|Vest 2020 in NYC, don't miss @Tobysalfp's podcast featuring past headliners and attendees!

[Tobias Salinger @TobySalFP]

We are very proud today to present to you the first episode of The @InVest_Event Podcast featuring financial advisor @DasarteYarnway discussing how technology is fueling his practice's growth and his larger ambition for the industry. #InVest
https://t.co/idRmYj625d

[Gavin Spitzner @gspitzner]

While #InvestWest2019 is a distant memory now (although @TobySalFP will be rekindling the memories with upcoming podcasts!), with original recipe #InVest2020 just around the corner, here's a refresher on all the west coast fun.

@InVest_Event

https://t.co/FZLkiMv1Bg

[In|Vest 2020 @InVest_Event]

In|Vest 2020 is accepting speaking proposals through Jan. 24. If you have a compelling digital wealth management story to tell, apply today! https://t.co/3pivbpkabC #InVest2020 #fintech #WealthManagement

[In|Vest 2020 @InVest_Event]

Who's excited for the #InVestWest kick-off tomorrow? We look forward to hosting hundreds of executives from across the digital wealth management community. https://t.co/8NBrlE0pTF #FinTech #WealthTech #wealthmanagement

[In|Vest 2020 @InVest_Event]

How can companies prevent sexual harassment in fintech & wealth management? In|Vest West is thrilled to welcome a panel to cover this important topic. Meet our them this Dec. 5-6 in San Francisco - https://t.co/ywOx8yQvvZ @AlexChalekian @rrobasciotti @SonyaDreizler

[Financial Planning @finplan]

Come hear @finplan editors speak with the smartest minds in wealthtech at @InVest_Event --@sulemandn @sjallocca @TobySalFP @paikert @Ann_Marsh @chelsea_emery https://t.co/WTVKv0np5t

[Appway @Appway]

Only 72 hours until @InVest_Event West! We will be attending this event to explore the dynamics at play in today’s #Wealth=Management ecosystem and the technologies that are shaping the future of the #FinancialServices firm. Meet us there! https://t.co/gOkABmLQS8
#FinTech

[In|Vest 2020 @InVest_Event]

In|Vest West is thrilled to welcome Markus Lammer from @CreditSuisse to the keynote line-up. Join Markus for a deep-dive into what UHNW investors really want - https://t.co/DiH2C8xX5O #DigitalTransformation #wealthmanagement

[In|Vest 2020 @InVest_Event]

.@Schwab4RIAs expected @TDAmeritrade deal reinforces our focus on future challenges in digital wealth management at @InVest_Event. Join us to hear thought leaders debate what happens next for the industry. Learn more - https://t.co/JhRP9QwTtC

[In|Vest 2020 @InVest_Event]

Get a full preview of In|Vest West! Download the digital brochure for the full lineup of speakers, topics and special events coming to San Francisco - https://t.co/LsNwgXai7w #fintech #wealthmanagement

[In|Vest 2020 @InVest_Event]

The 2019 In|Vest West agenda is live. Get a preview of the speakers, topics and networking opportunities coming to San Francisco this Dec. 5-6 - https://t.co/bxAsI23ogu #fintech #WealthTech #investing

[In|Vest 2020 @InVest_Event]

Meet the first speakers that will take the stage at In|Vest West, coming to San Francisco this Dec. 5-6. https://t.co/ZIHjCVqDKx #DigitalWealth #FinTech #WealthTech

[Dana Taormina @Dana_Taormina]

Since @InVest_Event is being held on the same street as @HamiltonMusical I just had to listen to the soundtrack on my commute into New York this morning. Let’s do this #InVest19 Day 2🙌🏻

[In|Vest 2020 @InVest_Event]

@Dana_Taormina @HamiltonMusical Thanks for joining us. You were in the room where it happens!

[Martin Small @martinsmall_]

Powerful presentation by @BlackRock’s Head of Retirement Anne Ackerley @InVest_Event this morning! She spoke about the $3T savings-needs gap in the US and how #BLK & $MSFT are partnering on a new mobile-first retirement income solution.