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Wealth managers are just beginning to digitize their client onboarding process. Digitizing each element of the process can increase advisor efficiency, improve client satisfaction, and establish a solid foundation for a robust ongoing relationship

This past year, President Biden signed an Executive Order on "Ensuring Responsible Development of Digital Assets", and recently released a comprehensive framework for their development. Over the past several years, the SEC and the CFTC have bought dozens of cryptocurrency-related enforcement actions.

Attendees will learn best practices to attract clients, increase market share and leverage technologies to enhance their services.  

The pros and cons of having a niche The business of expertise (solving a unique set of problems for a specific type of person) Creating an ideal client avatar and tailoring your practice to that demographic

Join this panel discussion to hear from three female executives paving the way in wealthtech and wealth management.

 Join Ryan Clare, Head of Corporate Change Management and Digital Transformation Lead at Jefferies, and John Almeida,  Global Head of Wealth and Asset Management at ServiceNow, to learn how asset managers can elevate client services with timely and correct trade settlements, real-time trade status updates, and connected employees.

Join Jason Wenk, Founder and CEO of Altruist, for an insightful session designed for forward-thinking financial advisors.

In this session, we will draw on insights from research recently completed by Financial Planning that explores how financial advisors are beginning to address the greatest transfer of wealth in our nation's history.

Invest 2023 welcome remarks by Financial Planning Editor-in-Chief, Brian Wallheimer.

Senior Bank of America investment banker Jill Schwartz discusses her own board roles, how women can serve on nonprofit boards, and how they can drive change, in conversation with Chana Schoenberger, American Banker's Editor-in-Chief.