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
“How Fintech Can Help Advisors Give Clients What They Expect” – Financial Planning webcast with Gavin Spitzner
In this insightful session, Gavin Spitzner moderates a virtual panel discussion on the shift from investment-centric value props to advice- and planning-centric models and how AdviceTech helps power those propositions and client experiences.
A T3 webinar: Top Trends, Challenges and opportunities in Wealthtech
A T3 Webinar: Suzanne Siracuse interviews Larry Roth on the Top Trends, Challenges and Opportunities in Wealthtech
T3 Enterprise CTO Panel with Oleg Tishkevich
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.
The Year in Review
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.
Bill Crager: From a Card Table in SOHO to CEO
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.