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Rating:Roboadvisors Gather in the Big Apple Not Rated 0.0 Email Routing List Email & Route  Print Print
Thursday, June 16, 2016

Roboadvisors Gather in the Big Apple

Reported by Neil Anderson, Managing Editor

Roboadvisors are gathering in New York City.

Today and tomorrow more than 750 executives are gathering in midtown Manhattan for the second annual In|Vest conference on the changing wealth management industry. In|Vest 2016, "Innovations in Investing, Saving and Advice", kicks off this afternoon at the Sheraton New York Times Square Hotel, though pre-conference sessions began this morning. The conference ends tomorrow afternoon.

Jennifer Barrett
Chief Education Officer & Grow Editor-in-Chief
Robo executives who are scheduled to speak include: Jennifer Barrett, chief education officer at PayPal-backed Acorns; Mike Kane, co-founder of Hedgeable; Bo Lu, CEO of BlackRock subsidiary FutureAdvisor; Mike Sha, CEO of Eaton Vance-backed SigFig; Greg Smith, president of retirement-focused robo blooom; Lex Sokolin, partner and chief operating officer of white label robo Vanare; Jon Stein, CEO and founder of robo giant Betterment; Hardeep Walia, CEO and founder of Motif Investing; and others.

Other speakers on the agenda include: Blaine Aikin, executive chairman of fi360; Roger Alt, head of digital channels at AssetMark; Yvette Butler, president of Capital One Investing; David Canter executive vice president, practice management and consulting for Fidelity Clearing & Custody Solutions; Mitchell Caplan, CEO of Jefferson National; Warren Cormier, partner and CEO of Boston Research Technologies; Bill Crager, president of Envestnet; Joe Duran, CEO of United Capital; Rob Foregger, co-founder of NextCapital; Bill Harris, founder and CEO of Personal Capital; Neesha Hathi, executive vice president, investor services platforms, strategy and client experience at Charles Schwab; Elizabeth Kelly, Special Assistant to the President for Economic Policy, White House National Economic Council; Jeff Kletti, senior vice president and head of investments for Wells Fargo Institutional Retirement and Trust; Eric Lordi, managing director at Morgan Stanley; Jeff McMillan, chief analytics and data officer at Morgan Stanley; Diana Moy, senior vice president and head of wealth management digital at US Bank; Ram Nagappan, chief information officer for BNY Mellon's Pershing; Charles Smith, executive director of advisory services at EY; Jim Smith, head of workplace strategy and sales for North America at Morningstar; Robert Stanich, global wealth management offering manager at IBM; Richard Steinmeier, head of emerging affluent and the wealth advice center for UBS Wealth Management - Americas; Nathan Stevenson, founder and CEO of Forwardlane; and Gauthier Vincent, head of the wealth management practice for Deloitte Consulting.

Big sponsors of the conference include: Capco, a financial services consulting arm of FIS (which bought SunGard last year); Fiserv; IBM; Salesforce; and Vanare. The conference is put on by Financial Planning and OnWallStreet parent SourceMedia

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