|
| MEET OUR FEATURED SPEAKERS | Join strategic conversations with the industry’s top minds | | REGISTER NOW |
|
|
MEET OUR FEATURED SPEAKERS | June 12-13, 2023 | Hilton Midtown, New York | | REGISTER NOW |
|
|
| Hi Voornaam,
Financial Planning's INVEST is the premier destination for wealth management leaders, including senior executives, advisors, brokers, firm partners, tech leaders and VCs, who want to know how to better utilize technology to improve client interactions, investment strategies and other practice management skills.
Register today and get a chance to engage in strategic conversations about the latest developments in compliance, regulation, crypto, AI portfolio models and how to create a future-ready practice with wealthtech. |
|
|
 | | Anne Lester Savings Guru, Media Commentator and Author |
|
 | | Matt Reiner Managing Partner &
Senior Investment Advisor
Capital Investment Advisors |
|
 | | David Chubak Principal, Head of U.S. Business Unit
Edward Jones |
|
|
 | | Samuel Deane President and CEO
Deane Wealth Management |
|
 | | Marguerita Cheng Chief Executive Officer
Blue Ocean Global Wealth |
|
 | | Sindhu Joseph CEO
CogniCor |
|
|
 | | Roger Aliaga-Diaz Chief Economist, Americas & Global Head of
Portfolio Construction
Vanguard |
|
 | | Scott Gill Founder,
Senior Compliance Consultant
Synergy RIA Compliance Solutions |
|
 | | Joshua Levin Co-Founder & Chief Strategy Officer
OpenInvest,
a J.P. Morgan company |
|
|
 | | Gary Carrai Executive Vice President, Strategy Business Lines
LPL Financial |
|
 | | Daniel Kolber CEO and General Counsel Intellivest Securities, Inc. |
|
 | | James Rockwood Founder & CEO
CapIntel |
|
|
|
|
