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Come hear this panel give their views regarding how to speak about cryptocurrency in an insightful way, yet meet all regulatory requirements.

This panel of financial professionals will: Help you understand the available tax and estate planning options; Advise you as to how to speak to clients about how their digital assets play into their wider current tax planning, and ultimately estate planning, goals.

Our moderator will lead a panel of enforcement opinion leaders offering their thoughts as to next steps: The current state of legislation; An explanation of the new framework; The risks that worry officials the most, and what it means for advisors working with cryptocurrency; Where oversight is going, and in what areas?

Come hear the Editor-in-Chief of Financial Planning, Brian Wallheimer, lead a discussion as to: Take-aways from this conference; What to expect in the world of Cryptocurrency for 2023.

Meg Carpenter, founder and CEO of FiComm partners, discusses the difficulties RIAs have in marketing themselves, the ways in which these entrepreneurs can build on their strengths to reach clients, and how to harness technology to boost their own profiles.

A welter of benchmarks and indexes makes it hard for retail investors and financial advisors to know exactly what they’re buying

Direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, faster than traditional financial products, such as mutual funds, exchange-traded funds (ETFs), and separate accounts. What should advisors be prepared for in the future?

In this session, Head of Product for Goldman's Personal Financial Management business, Cynthia Loh, will discuss what the firm is doing to enhance client web and mobile apps to better serve advisors so they can help clients minimize financial stress and maximize their return on life—today and tomorrow.

An engaging session featuring Ric Edelman on where crypto should fit into advisors' work and clients' wealth management portfolios.