Dear Reader,

2020 was a pivotal moment for the digital wealth management industry. Innovators and firms that had invested in tech were well-positioned for a year of substantial growth, while late-comers were forced to play catch-up. As digital wealth adoption grows exponentially, firms now need to differentiate themselves by providing superior client experiences.

To address this critical need, we have designed a unique virtual experience for this year's INVEST conference. This two-day event will gather senior wealth management executives focused on their organizations' digital transformation. Industry leaders will explore how innovative firms are using new strategies and technologies to better serve their clients.  Hear from senior leaders at Betterment, Goldman Sachs, BNY Mellon Wealth Management, Key Bank, Raymond James, AllianceBernstein, Edward Jones, Centana Growth Partners, M1 Finance, Lightyear Capital, Blue Ocean Global Wealth, ServiceNow, F-Prime, Merrill Lynch Wealth Management and many more!

This is your destination to see exciting demos of the latest tech and weigh in on the key issues surrounding digitization and personalization, including shifting customer behavior, measurements of success, and how to improve client experiences. As a bonus, the event is complimentary to all Financial Planning subscribers. I invite you to sign up today to join us, next week, on May 12-13.

Sincerely,