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FAST FORWARD
FAST FORWARD

WEALTH MANAGEMENT | Editorial Seminar
November 9, 2021 | 12:30 PM EST


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Hybrid Advice: The New Normal

Time is running out. Secure your spot today

FAST FORWARD | Wealth Management, a complimentary editorial seminar from Financial Planning, examines the future of wealth management with a keen focus on the new consumer and new tech. With many investors now relying on a mix of human and digital wealth management advice, what new strategies and technologies can advisors adopt to meet their demands in this new era? Claim your complimentary pass and get answers to these pressing questions.

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Speakers

Jennifer Liptow, Arizent

Jennifer Liptow

Director, Research Operations
Arizent
Moderator

Mike Cappelle, Goldman Sachs

Mike Cappelle

Managing Director
Goldman Sachs

Marianne Caswell, Park Avenue Securities

Marianne Caswell

President
Park Avenue Securities

Jess Liberi, eMoney

Jess Liberi

Head of Product
eMoney


Molly Weiss, Envestnet Wealth Platforms

Molly Weiss

Head of Product
Envestnet Wealth Platforms

 

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FAST FORWARD

New expectations. New tech. A new era of financial services

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November 15, 2021 | Virtual Summit

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INVEST Connect will gather senior leaders to demo the latest tech and explore how top firms are using new strategies and technologies to better serve their clients. No other conference bridges the gap between wealthtech and investment services. This is an event where business gets done.