7 KEY TAKEAWAYS FROM IN|VEST NYC 2019

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7 KEY TAKEAWAYS FROM IN|VEST NYC 2019

  • Robert Norris and Lisa Lee
  • Published: 11 September 2019

The Capco team had the pleasure of attending this year’s In|Vest 2019 conference, the digital wealth management event of the year. Capco’s North America wealth and asset management practice lead, Kapin Vora, had one of the prime-time slots on the first day to discuss “The Future of Fees, Tech & The Hot M&A Market” with David Cantor, EVP - Head of the Registered Investment Advisor Segment at Fidelity Clearing and Custody solutions.

Across the two days of presentations and discussions, industry participants presented their viewpoints on the future of their work. In this blog, we’ve highlighted seven key themes discussed at the conference that are transforming and shaping the wealth management industry.