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DISRUPTION & INNOVATION | |
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| | December 6th 1:00 PM EST | Is Bitcoin at a “tipping point” and could it one day be the currency of choice for trade? The future for digital currencies can be bright, but there are still risks involved. In this session join Yan Zhao, President of NYDIG as she explores: (1) the overall discussion of how Bitcoin is experiencing wider adoption in the traditional finance world, and why that is; (2) Recent partnerships in the financial sector and how they’ve helped evolve the space; and (3) how and why organization are embedding Bitcoin in various financial services products like lending, payroll, banking, and investing. | RSVP |
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HIGHLIGHTING WEALTH MANAGEMENT | |
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| | There is little doubt that growing and protecting wealth is a critical pillar in everyone's financial plan. But what about maintaining and improving your health? So how can the financial planning industry innovate health and wealth management in the post pandemic era? Join us as we explore these issues with Maria Elena Lagomasino, CEO & Managing Partner of We Family Offices and Carolyn McClanahan, Founder of Life Planning Partners. | WATCH |
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HIGHLIGHTING WEALTH MANAGEMENT | |
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| | The wealth management business is undergoing considerable transformation. The pandemic has created a new breed of investors, with distinct expectations and tastes formed by new technology and having lived through the financial crisis. This has resulted in new industry standards in terms of how advice and investment products are given. Join Tobias Salinger, Chief Correspondent at Financial Planning as he explores the state of the industry and the trends that will impact wealth management with Erinn Ford, Executive Vice President of Advisor Engagement at Advisor Group and Debra Shannon, Chief Compliance Officer and Co-Founder of Veritas Independent Partners. | WATCH |
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