 | Virtual Summit | November 15, 2021 |
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Building the future of wealth management — from technology to strategies |
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Important update: As COVID-19 continues to spread, we must do our part to prioritize the safety of our community. As a result, INVEST CONNECT will now take place online only on November 15, 2021. Rest assured, the virtual summit will deliver the same critical content and insights the industry continues to rely on. | You can now register for the virtual summit for only $75. Don't miss this opportunity to interact with the full wealth management ecosystem and gain critical insights from industry leaders. | Register today →. |
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By engaging clients in an intuitive way, you can help investors overcome financial and investment challenges. In this session, we will explore how new techniques and technologies can engage and empower investors. |
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 | Gavin Spitzner | | | President
Wealth Consulting Partners, LLC |
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 | Ilan Davidovici | | | Principal, Client Experience
Edward Jones |
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 | Ed Andersen | | | VP, Mobile and Advanced Technology
E*TRADE |
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IMPORTANT UPDATE: The event is transitioning from hybrid to fully virtual |
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