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APRIL 26-28, 2021 | VIRTUAL EVENT
 
 

Inside Wealth Virtual takes place next month, provide a timely update on the latest trends and challenges rocking the wealth management industry.

Brought to you by the team behind Inside ETFs, Inside WealthStack and Wealthmanagement.com, the event is split into three daily themes covering 2021 trends and market outlook, technology & practice management.    

Register today for just $199 with Wealthmanagement.com readers saving an additional 20% with code FKF2499VWMEM2. Advisors and investors attend free! 
 

Your essential industry update. Streamed directly to you. 

Day 1 Theme: Trends and 2021 Outlook

April 26
1:00 - 1:30PM

2021: US equity market outlook
2020 was marked by incredible economic disruption and market volatility. Tech stocks soared, IPOs and SPACs proliferated and growth trumped value. Where next?

Find out more >> 

April 26
1:30 - 2:15PM

The Biden effect and themes to watch in 2021
What changes should we be expecting from the new administration? What changes will be made to the Fed and how will this impact fiscal policy and investments? 

Find out more >> 

Day 2 Theme: Technology

April 27
1:30 - 2:15PM

Going the RIA route: tools for the future
Ever thought about going the RIA route but not sure where to start? Join our tech savy panelists to uncover the tools and technology you need to service clients efficiently and effectively.

Find out more >> 

Day 3 Theme: Practice Management

April 28
1:00 - 1:30PM

Proven in the trenches: the 11 principles to grow from advisor to CEO
The face of financial services has evolved and along with it, the very nature of financial advice. Hear from Ron Carson, Founder & CEO, Carson Group for a methodology backed by decades of real-world application among thousands of advisors across the country.

Find out more >> 

April 28
1:30 - 2:15PM

Preparing for the future: options to monetize your practice whilst putting clients first
Succession planning and exit strategies. Outside buyers versus internal succession. Mergers and acquisitions are at fever pitch but what are the best practices to make sure clients are well-served through periods of transition?

Find out more >> 
The latest agenda
 

The virtual event experience

Our virtual event platform provides the flexibility to take part in whatever way works best for you. 

Watch the sessions live or catch up on-demand. Pre-arrange meetings, join informal coffee chats and collaborate with peers at breakout sessions.

Find out more >> 
 
 

Secure your place today: advisors & investors attend free!


Registered investment advisors, independent and regional advisors, wire house advisors, institutional investors, family offices and financial planners can click here to register for free.   

Book a standard pass for just $199 until March 26 and save 20% with exclusive Wealthmanagement.com discount code FKF2499VWMEM2! Book online, call +44 (0)20 3377 3279 or email register@informaconnect.com.
Register
 

Take a more active role in the event 

Reach the people that matter most to your business by speaking, hosting a virtual roundtable or promoting your brand - making sure you meet your goals for 2021.  

Get in touch with Kristina at kristina.niemi@informa.com or call +1-312-599-1037.
Find out more
 
 

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