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Revolutionizing Wealth Management:

Insights from The 2023 WealthStack Study

DATE:
Wednesday
November 01, 2023

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

Join us for an exclusive webinar delving into the latest findings from the 2023 WealthStack Study. This comprehensive report unveils how technology is propelling the growth of wealth management firms and reshaping their strategies. Gain valuable insights into the evolving landscape of wealth management and discover key takeaways to position your firm for success in the digital era.

This webinar will explore:

Technology Trends Reshaping Wealth Management
Strategies of Innovators
Maximizing ROI with Technology Solutions
Overcoming Tech Challenges
Future-Proofing Your Firm

EARN CE CREDIT

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

John Milne

Vice President, Product Management

SS&C Advent

Brandon Roth

Senior Product Marketing Manager

BILL

Ben Collins

Senior Director of Industry Marketing

Sage Intacct

Kristin Letourneau, PhD

Vice President, Research

Informa Engage

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