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WEALTH MANAGEMENT | Editorial Seminar
December 2, 2021 | 12:00 PM EST

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Investing in Wealth Management’s Richest Opportunities

We are excited to announce THE 2022 AGENDA | Wealth Management, a complimentary online editorial seminar from Financial Planning. The session will delve into behavioral and technological shifts taking place in wealthtech, from financial advisors moving away from brokerages in favor of RIAs to the industry’s push for representative diversity. Claim your complimentary pass and register today.

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Session Moderator

Chana Schoenberger
Editor in Chief
Financial Planning

What you'll get

  • Engage with thought leaders
  • Connect with the wealth management community
  • Learn from insider experiences and perspectives

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THE 2022 AGENDA

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November 15, 2021 | Online

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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.