From the podcast stage to live demos and panels full of the biggest names in the industry, In|Vest 2019 was the place to be last week for the financial services industry. We had the honor of attending the conference for the first time and participating as a demo sponsor. With a conference this size and scale, it’s easy to get lost in the shuffle, but SourceMedia did a fantastic job curating a cohesive event and attracting true industry leaders to share their insights and expertise and spark meaningful dialogue.
We can't wait to take the Big Apple by storm next week at In|Vest 2019. This will be our first year at the conference and we can't wait to see what the most anticipated digital wealth event of the year has in store! Here are the top 3 things we are looking forward to next week at In|Vest 2019:
Several members of the IFS team had the pleasure of participating in Pershing’s INSITE 2019 last week in Phoenix. The conference featured 36 breakout sessions, 4 professional development workshops, 48 showcase stage presentations, a booming exhibit hall and a wealth of “inspiration, learning and networking.” Our CEO Tim Parsons and Managing Director of Product Strategy Ray Mulligan, along with Account Director Shaun Christensen, braved the desert to attend the financial advice community’s leading conference. As scorching as the weather was, we also got to take part in showing off some sizzling technology and participate in hot conversations around digital transformation, client onboarding and so much more. Here are our top takeaways from INSITE 2019:
Based on 2018 revenue data, we have compiled a list of the top 5 broker dealers/networks for 2019, and the usual suspects dominated the top of the list once again. LPL Financial, Ameriprise Financial Services and Raymond James were first, second and third, respectively, which mimics 2018 rankings exactly. Cetera Financial Group and Advisor Group's member firms combined revenues bring them into the fourth and fifth positions.
We are excited to announce that we have added 15 independent broker dealers to the IFS platform. These BDs have chosen the IFS platform to transform and modernize their brokerage operations and are gaining the efficiencies, enhanced service capabilities and digital experiences that IFS delivers. With the addition of these firms to its client roster, IFS is adding over 22,000 advisors to the platform and extending the reach of digital enablement to their clients.