Thought Leadership & Industry Advocacy
Here you will find the latest, greatest and most compelling thought leadership and industry advocacy content, developed by the veteran, experienced industry luminaries of the INVENT Elite consulting team.
INVENT Elite
Consultants and Contributors
T3 2022 Conference Roundup: A Farewell to Zoom
The pandemic has proved a boon and accelerator for efforts at advisor digitization, but if the turnout at this year’s T3 Advisor Conference is any indicator,…
Fidelity’s Advisor Platform Gets Major Update
Fidelity Institutional announced major updates to its technology offerings on Thursday that include enhancements to its Wealthscape advisor tech platform and a new digital empowerment tool…
FSI rallies brokers in Dallas with an old battle cry — access, access, access — and a stated desire to deal with aging members– 62% are older than 55
The big news story for the Financial Services Institute (FSI) is it’s getting both. Its new focus is on diversity, equity and inclusion. It even has its…
5 Big Wealth Management Trends for 2022
This year is shaping up to be even more evolutionary as various macro-trends continue to collide, accelerating change for advisors, clients and the ecosystem that…
Brian Hamburger gets 98% show rate at MC Summit, then plays devil’s advocate for the M&A mania gripping the RIA business
Attendees made the trek to the Fontainebleau Hotel Resort amid health precautions to high-five flesh and do a very in-person reality check
Independent Digital Ecosystems Are the Future of Wealth Management
Ask any advisor and they’ll tell you the No. 1 complaint they have about their technology solutions is that they don’t work well together and, as…