Linking technology, practice management, operations and investment ideas to grow your wealth management firm
Join 2,000+ leading financial advisors, RIA decision-makers and WealthTech innovators and influencers
Dissect the most advanced WealthTech developments. Engage with innovators and influencers. Prepare for the future.
Interact with our expert speakers as they debate the hot button issues and examine the newest technology and mega-trends including:
- The role of tech in unlocking new growth opportunities for your firm
- Leveraging digital to improve productivity, workflows and operations
- Unlocking new opportunities to engage with clients and prospects
- Reinventing the client experience through technology