Invent

Community.?Content. Collaboration.?Future Proof Citywide in Miami raised the bar again for conferences in our industry and Invent CEO Oleg Tishkevich and Invent Elite consultants Tim Welsh, CFP and Suzanne Siracuse were all glad to be a part of it.?Great conversations, sessions and experiences.?Until next year, Miami! Tricia Higson, Ryan Reineke, Vadim Ruvinov, Larry Roth, Mike Perlov, Eric Varela, Cam Sheehan, Kimberly Papedis, CFP, Peter Franco, Paul Vincent Nolasco, Matt Middleton, Joshua Brown, Christine Cherry, Brian Hamburger, Matt Halloran, Shannon Spotswood, Susan Torrisi, Brooke Levey, CFP?, James Bogart, CFP?, ChFC, Ian Wenik, Marwa Zakharia, Gabe Garcia, Shirl Penney, Brad Smithy Natasha Kingham, Rob Nance

Community.?Content. Collaboration.?Future Proof Citywide in Miami raised the bar again for conferences in our industry and Invent CEO Oleg Tishkevich and Invent Elite consultants Tim Welsh, CFP and Suzanne Siracuse were all glad to be a part of it.?Great conversations, sessions and experiences.?Until next year, Miami! Tricia Higson, Ryan Reineke, Vadim Ruvinov, Larry Roth, Mike Perlov, Eric Varela, Cam Sheehan, Kimberly Papedis, CFP, Peter Franco, Paul Vincent Nolasco, Matt Middleton, Joshua Brown, Christine Cherry, Brian Hamburger, Matt Halloran, Shannon Spotswood, Susan Torrisi, Brooke Levey, CFP?, James Bogart, CFP?, ChFC, Ian Wenik, Marwa Zakharia, Gabe Garcia, Shirl Penney, Brad Smithy Natasha Kingham, Rob Nance

#T32025 is in the books, and two key themes of the conference were DATA and AI; topics that Invent is very familiar with. Thanks ThinkAdvisor, for covering Oleg Tishkevich 's session that highlighted recent research from Gartner, which stated over the next five years, the industry will transition away from stand-alone tech stacks and evolve toward a unified data store in which applications, analytics and AI are integrated.?Also, the Invent village, was bustling with activity and we are grateful for our partnership with our industry's most innovative firms. Suzanne Siracuse, Tim Welsh, CFP, Tricia Higson, Cam Sheehan, Vadim Ruvinov, Eric Varela, Larry Roth, Ryan Reineke, Peter Franco, Mike Perlov, Donald McHenry, Bill McFadden, Haik Sahakyan, Sean McGillivray, Tim Fisk, JD, Leslie Miller, Suleman Din, Kate Healy, Marwa Zakharia, Anthony M. Stich, Craig Iskowitz, Joel Bruckenstein, Davis Janowski, Marie Swift,John Crosson, Pete D., Michelle Higgins, Jeffrey Ingalsbe, Trent Schield, Aladin Abughazaleh, Tim Gitchel, Katy Gibson, PJ McIvor, Sam Kendree, Nicholas Malz, MBA https://lnkd.in/gG_BjnPj

Are you in Dallas??Right now, we’re deep into the?#InventVillagePartner Meeting, gearing up for tomorrow’s big announcements! If you’re attending?#T32025, let’s connect! Oleg Tishkevich, Cam Sheehan, Tricia Higson, Vadim Ruvinov, Suzanne Siracuse, Larry Roth, Mike Perlov, Eric Varela, Mark Hollingsworth, Marc R. Butler, Tim Welsh, CFP, Invent, Peter Franco, Ryan Reineke, Joel Bruckenstein, Marie Swift, Haik Sahakyan, John Crosson, Michelle Higgins,Aladin Abughazaleh, Tim Fisk, JD

#T32025

The Countdown is on to T3 Technology Tools for Today and Invent is delivering the Opening Keynote Session focused on 3 key areas; DATA, AI and INTEGRATION!?Invent’s co-presenters represent some of the most innovative firms in the business including Morningstar, GreenHill Investment Reporting, ARQA, Concurrent and Kingsview Partners.?Come join us and bring your questions.?Can’t make it to T3 this year??DM us and let’s connect after! ? #T32025 Unlocking the Power of Data: Transforming Wealth Management Through AI and Integration Tuesday Session, March 4th?8:15 am CST ? Speakers: Invent:?Oleg Tishkevich Morningstar: Donald McHenry? Greenhill: Bill McFadden ARQA: Haik Sahakyan? Concurrent:?Joe McQuaid Kingsview Partners: Sean McGillivray Oleg Tishkevich, Cam Sheehan,Suzanne Siracuse, Tricia Higson, Larry Roth, Vadim Ruvinov, Peter Franco, Ryan Reineke, Mikhail Perlov, Tim Welsh, CFP, Mike Papedis, Mark Hollingsworth, Joel Bruckenstein, Davis Janowski, Marie Swift, Ian Wenik, Shannon Rosic, Bob Veres, Craig Iskowitz, Julie Cooling, Matt Ackermann, Chief Brand Officer, Julie Cooling, Lilly Riddle, James Burton, Rob Burgess

Invent is proud to be a top sponsor at the legendary upcoming T3 Technology Tools for Today, we will be there with our amazing Invent Village Partners, ARQA, GreenHill Investment Reporting, Holistico, Norima Consulting Inc., WealthFeed, Zephyr, Bryn Mawr Trust, Foresight Group, MainStreet Investment Advisors, LLC, Flexible Plan Investments, Ltd., Morningstar. Invent CEO Oleg Tishkevich, will be speaking on two sessions: Tuesday, March 4th at 8:15 on Unlocking the Power of Data: Transforming Wealth Management Through AI and Integration Location: Landmark Ballroom A/B Speakers: Invent - Oleg Tishkevich Morningstar Wealth EMEA- Donald McHenry GreenHill Investment Reporting - Bill McFadden ARQA - Haik Sahakyan Concurrent -Joe McQuaid Kingsview Partners - Sean McGillivray Wednesday, March 5th at 4:25 from Chaos to Clarity: How Data Management is Transforming Leading Wealth Management Firms’ Strategy Location: Landmark Ballroom D Invent - Oleg Tishkevich Nations Financial Group, Inc - Leslie Miller Bryn Mawr Trust - Timothy Fisk Stop by our booth and visit with us and our Invent Village Partners. #T32025 Oleg Tishkevich, Cam Sheehan,Suzanne Siracuse, Tricia Higson, Larry Roth, Vadim Ruvinov, Peter Franco, Ryan Reineke, Mikhail Perlov, Tim Welsh, CFP, Mike Papedis, Mark Hollingsworth, Joel Bruckenstein, Davis Janowski, Marie Swift, Ian Wenik, Shannon Rosic, Bob Veres, Craig Iskowitz

Invent was proud to be a part of the annual Orion Ascent conference last week.?The world of wealth tech is rapidly evolving and we are glad to be a part of the many innovations happening in order to improve the advisor and client experience. Oleg Tishkevich, Suzanne Siracuse, Tricia Higson, Vadim Ruvinov, Eric Varela, Tim Welsh, CFP, Cam Sheehan, Larry Roth, Ryan Reineke, Marc R. Butler, Kimberly Papedis, CFP, Peter Franco, Natalie Wolfsen, Reed Colley, Daniel Crosby, Ph.D., Ron Pruitt, CFA, Tim Fisk, JD, Bryn Mawr TrustMark, Billy Oliverio, Jamie Hopkins Esq., LLM, CFP?, ChFC?, CLU?, RICP?, Andrew J. Evans, MBA

Invent was proud to be a part of the annual Orion Ascent conference last week.?The world of wealth tech is rapidly evolving and we are glad to be a part of the many innovations happening in order to improve the advisor and client experience. Oleg Tishkevich, Suzanne Siracuse, Tricia Higson, Vadim Ruvinov, Eric Varela, Tim Welsh, CFP, Cam Sheehan, Larry Roth, Ryan Reineke, Marc R. Butler, Kimberly Papedis, CFP, Peter Franco, Natalie Wolfsen, Reed Colley, Daniel Crosby, Ph.D., Ron Pruitt, CFA, Tim Fisk, JD, Bryn Mawr TrustMark, Billy Oliverio, Jamie Hopkins Esq., LLM, CFP?, ChFC?, CLU?, RICP?, Andrew J. Evans, MBA

Invent was proud to be a part of the annual Orion Ascent conference last week.?The world of wealth tech is rapidly evolving and we are glad to be a part of the many innovations happening in order to improve the advisor and client experience. Oleg Tishkevich, Suzanne Siracuse, Tricia Higson, Vadim Ruvinov, Eric Varela, Tim Welsh, CFP, Cam Sheehan, Larry Roth, Ryan Reineke, Marc R. Butler, Kimberly Papedis, CFP, Peter Franco, Natalie Wolfsen, Reed Colley, Daniel Crosby, Ph.D., Ron Pruitt, CFA, Tim Fisk, JD, Bryn Mawr TrustMark, Billy Oliverio, Jamie Hopkins Esq., LLM, CFP?, ChFC?, CLU?, RICP?, Andrew J. Evans, MBA