As innovation in the financial services industry continues to transform the business, so grows the need to keep up with the speed of tech to avoid being cut by the bleeding edge.
Knowing what’s new and what’s next in wealthtech is top of mind as the combination of a global pandemic, increasingly sophisticated technology and a new crop of clients who expect nothing less than a seamless digital experience changes the game.
But with so much conflicting guidance surrounding topics like crypto, ESG and AI, cutting through the noise and getting to the heart of what matters most can be difficult for both veteran advisors and those just beginning their careers.
That’s why Financial Planning is excited for next week’s in-person return of the INVEST wealthtech conference series.
The latest developments in wealthtech, cryptocurrency education, holistic planning, sustainability and more will be on tap as hundreds of senior wealth management leaders and decision-makers from across the industry make the trip to the two-day conference at the New York Hilton Midtown.
This year’s event features more than 40 sessions and 80 speakers tackling the hottest topics in wealthtech. With demos, interactive panels and keynotes with industry impact makers, INVEST is curated for powerful networking and meaningful discussions. This is where the wealthtech community connects and collaborates to address the latest tech and the industry’s most pressing issues with a level of interactivity you won’t find anywhere else.
Join fellow industry leaders and explore the most innovative wealth management technology and strategies that will help your firm break away from the pack. Register today.
Here’s a preview of some of what we have planned: