CE DIGITAL FORUMS

• Advisor Technology • Asset Management • Marketing
• Practice Management • Wealth Planning

Welcome to the Digital Forums

The complimentary WealthManagement.com Digital Forums are live, interactive sessions hosted by leading industry experts and paneled by senior executives from 2020 Industry Awards finalist and winner companies. In addition to covering advisor technology, future sessions will explore the current state and future direction of asset management, practice management, marketing and wealth planning.

Advisor of the Future

Thursday, September 24 | Start Time 3:00 pm EDT | 12:00 pm PDT

Panel 1: Tech Buyers Panel—The Technologies Firms are Investing in Now (3:00 - 3:30 pm EDT)
C-level execs from top B/Ds reveal the systems, technologies, applications and infrastructure they’re investing in to deliver an outstanding advisor and client experience—while driving productivity and increasing capacity. REGISTER

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Panel 2: What the Future Will be for Advisor Tech
(3:45 - 4:15 pm EDT)
Listen in as technology visionaries who are creating and designing the wealth management model of the future explore how emerging technologies will play out—and how advisors will evolve along with them. REGISTER

Panel 3: Best Technology Moves Advisors Can Make Today
(4:30 - 5:00 pm EDT)
Join our panel of industry thought leaders as they showcase the pros, cons and tradeoffs of the top technology tools bringing productivity, efficiencies and a new client experience for optimizing technology investments. REGISTER

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Panel Sponsors