INVENT CEO Oleg Tishkevich moderates the Enterprise CTO Panel at the 2021 T3 Virtual Summit. Panelists include Nelson (Nick) Graham, with Cambridge Investment Research, Ed Obuchowski with Advisor Group, and Dev Ganguly with Jackson. Tune in as they talk trends, insights and New Years resolutions.
By Oleg Tishkevich, CEO of INVENT
As the calendar (finally!) flips over to the New Year, we wanted to take this retrospective opportunity to thank all of our clients, colleagues and friends for their continued support of the INVENT platform throughout this most interesting of years.
In the kick-off episode of The Big Reveal, Suzanne chats with Envestnet CEO Bill Crager about the industry, personal tragedy, and tips on growing a dream into a successful reality—plus, what he’d be doing if Envestnet never got off the ground.
The right financial technology investment can be a huge boon for advisory firms, while the wrong choice could add unnecessary complexity to your tech stack, silo off important client information and increase administrative work.
Industry leader and INVENT Elite consultant, Suzanne Siracuse shares the story of her career, taking risks, getting creative and finding joy in giving back on In The Suite podcast with Tina Powell
The panelists share their predictions and takeaway points for the future of wealthtech as we move into 2021.
The panel participants discuss emerging fintech solutions, and the trend of advisors moving into the tech space armed with a deep knowledge of their industry.
Tim and Joel discuss the premium price for human services amidst the wave of mergers and acquisitions, and how new players always move into the ensuing market gap.
Gavin and Joel discuss how technology is allowing advisors to reach the mass market while also having a positive impact on high net worth individuals.
BlackRock’s Mark Wiedman caps off season one of The Big Reveal Podcast Series with truly interesting insight into taking advantage of market swings, how he’s handled the new normal, and his current views on the market.
