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Join this session to build a 6-point practice management checklist that helps advisor-business owners identify the decisions and shifts they'll need to make, in their businesses and as leaders, in the coming years to stay relevant and thrive.
June 23
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This session will provide a breakdown of all the new rules that have gone into effect since last INVEST, and discuss how technology is helping wealth managers of all sizes rise to the occasion.
June 23
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Dr. Sindhu Joseph, co-founder and CEO of CogniCor, a Morgan Stanley-backed provider of AI-enabled digital assistants and business automation platforms for the financial services industry, will explore the growing role of AI within wealth management, the risks and limitations of today's solutions and future impact of this technology across this space.
June 23
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We will discuss alternative business solutions and resources that can help solve what are some of the most important and the highest cost areas of running a practice so advisors can more strategically compete and deliver long-lasting value that drives client loyalty and profitable results.
June 23
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This session will look at the cybersecurity trends of 2023 and how wealth managers can protect themselves.
June 23
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Join this session to learn where tech works - and where it doesn't.
June 23
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In this panel discussion, we will explore ways for financial advisors to engage with clients to build deep, long-term relationships.
June 23
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In this session, panelists will discuss the practical applications of AI in today's industry, ponder where these innovations may take us tomorrow, and explain how the cutting-edge tech is helping firms grow in a more human way.
June 23
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In this case study, you'll hear what motivated TPFG's approach to their building their wholesalers' tech stack and how CapIntel helped deliver a story-driven, impactful way for advisors to present their fund information.
June 23
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In this engaging presentation, Dr. Daniel Crosby will make the case that AI will actually increase the impact and importance of human advice, and demonstrate how tech can work hand-in-hand with a deep understanding of human psychology to bring about better client outcomes.
June 23
