Meet the In­no­va­tors & Dis­rup­tors Chang­ing Wealth Man­age­ment

Financial Planning - - EDITOR’S VIEW -

Come to In|vest and meet dis­rup­tors, es­tab­lished lead­ers and ven­ture in­vestors ac­tively en­gaged in the wealth man­age­ment mar­ket. In 2017, we ex­pect to at­tract 1,000+ex­ec­u­tives to ex­plore and de­bate the state of the in­dus­try—where it’s at, where it’s go­ing, and who the win­ners will be when we get there.

Mark Goines Vice Chair­man, Dig­i­tal Wealth Man­age­ment, PER­SONAL CAP­I­TAL

Ti­mothy Heier EVP and CEO, CHARLES SCHWAB

Bill Crager Pres­i­dent, ENVESTNET, INC.

Nau­reen Has­san Chief Dig­i­tal Of­fi­cer, MOR­GAN STAN­LEY WEALTH MAN­AGE­MENT

Joe Du­ran Founder and CEO, UNITED CAP­I­TAL

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