Video

Behavioral finance, the study and application of psychology to investment outcomes, isn’t new, but it’s rapidly growing in popularity in recent years. As markets fluctuate, financial advisors are increasingly called not only their clients’ portfolios but also their behavior and investment decisions.

Our panel of VCs and PEs will discuss what types of companies they are looking to invest in for the next five years. Hear about the next wave in WealthTech - digital brokerages, alternative investing platforms, personal finance & savings apps, and more.

More than just a way to communicate with clients, how can an innovative tech stack provide enhanced services and drive a more seamless user experience. This panel will dig into why APIs are an essential software element.

Hear from a panel of industry experts on creating content and personal branding that works for financial advisers and home office brands.

How are the best wealth advisors and managers using data and predictive analytics? Discover how the top firms are utilizing new methods and technology for business growth.

 In this session, our experts will discuss all the aspects of the role of technology in bringing ESG into the wealth management sector, from regulatory and reporting processes to client engagement.

So how do you build the platform of the future? Our experts will discuss the widespread use of digital investing tools across demographics and designing platforms for all users.

As the West isolates Russia with sanctions in response to its invasion of Ukraine, policymakers are using the global financial system as a weapon to help stop the war. What will the impact be on banks?

As the crisis in the Ukraine unfolds, markets have been upended creating a volatile environment for all asset classes, including the municipal market.