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

Hybrid Advice: The New Normal

Time is running out. Secure your spot today

Just a few hours left to claim your complimentary pass to FAST FORWARD | Wealth Management, an editorial seminar from Financial Planning, that will examine 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.

Register now →

Speakers

Jennifer Liptow

Director, Research Operations
Arizent
Moderator

Mike Cappelle

Managing Director
Goldman Sachs

Marianne Caswell

President
Park Avenue Securities

Jess Liberi

Head of Product
eMoney

Molly Weiss

Head of Product
Envestnet Wealth Platforms

FAST FORWARD

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

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