FP Rising Stars: The tectonic shift in financial planning & wealth management

Join Financial Planning’s Editor-in-Chief, Chana Schoenberger, and industry luminary Mark Tibergien as they discuss the profound changes that the financial advisory sector is currently undergoing. Mark and Chana will explore the catalyst driving this transformation and how it will impact the client /advisor relationship of the future. In addition, come and meet Financial Planning’s Rising Stars for 2021.

The future of one-stop-shop for banking and finances

Dave banking app originally created to do away with overdraft charges has taken the industry by storm. It's on a mission to advance financial opportunities for all Americans. Join Penny Crosman, Executive Editor of American Banker and Jason Wilk, CEO and Co-Founder of Dave as they talk about how this app is changing the way people manage their money and what’s in store for the future of one-stop-shops for finances.

Technology + Design: What’s working in client and advisor experiences?

The wealth management sector has seen a wide range of new technology in the operating environment combining the physical, digital and biological worlds. In this discussion, Financial Planning Editor-in-Chief Chana Schoenberger sits down with Koley Corte, senior vice president and global head of business transformation at Alliance Bernstein, Edward Jones Principal Zar Toolan and Stefan Savov, senior vice president of Kasisto to discuss what's really working in client and advisor experience, how to design tech for experience and adoption, and best practices for building and designing around the customer.

Disrupting the disruptors: Unlocking digital business building trends for small business banking

After a year that’s been disrupted by COVID-19, business owners have drastically altered their financial habits to keep up with evolution in consumer preference. The competitive landscape, meanwhile, is becoming more challenging as digital technology lowers barriers to entry. Our session will explore what the role of banks is in a far more competitive environment and how banks can utilize digital tools for business building, which will ultimately serve as a growth and success engine for their small-business clients.