News Topic: In|Vest Conference

Artificial intelligence is not always the right answer to data problems, executives of the two firms said at the In|Vest conference. ... Read full article

Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth. ... Read full article

Needs of wealthy clients are 'a lot more complex,' says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management. ... Read full article

Don’t let this opportunity slip away, says Ilan Davidovici from Salesforce. ... Read full article

The mobile microinvesting company offers five basic products because it wants to be known for helping customers manage saving and spending — and that's it, Noah Kerner said at In|Vest. ... Read full article

People welcome help managing their money, and they don’t mind their own data being analyzed, as long as the result is easy-to-digest information and recommendations they can act upon, JPMorgan’s Kelli Keough said at the In|Vest conference. ... Read full article

Data about client behavior will drive better user experiences. ... Read full article