Meet the speakers changing the future of wealth management

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

Hybrid Advice: The New Normal

Sponsored by

FAST FORWARD | Wealth Management, a complimentary editorial seminar from Financial Planning, examines 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

Molly Weiss

Head of Product
Envestnet Wealth Platforms

FAST FORWARD

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

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November 15, 2021 | Virtual Summit

INVEST Connect will gather senior leaders to demo the latest tech and explore how top firms are using new strategies and technologies to better serve their clients. No other conference bridges the gap between wealthtech and investment services. This is an event where business gets done.

Contact us

QUESTIONS & REGISTRATION

Ryan Fallon
(212) 803-8817

ryan.fallon@arizent.com

SPONSORSHIP OPPORTUNITIES

Brad Bava

(212) 803-8829

brad.bava@arizent.com

PRESS INQUIRIES & PARTNERSHIPS

Jasmaine John

jasmaine.john@arizent.com

SPEAKING OPPORTUNITIES

Stephanie Gayant
stephanie.gayant@arizent.com

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Arizent

WEALTH MANAGEMENTNovember 9, 2021 | 12:30 PM EST

Hybrid Advice: The New Normal

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