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Coming June 23rd...
Technology CE Digital Forum

 
 

Wednesday, June 23 | Start time: 3:00 pm EDT | 12:00 pm PDT

 
 

LIVE, INTERACTIVE SESSION PANELED BY SENIOR EXECUTIVES AT AWARD-WINNING FIRMS

 
 

 

 
 

 
 

 

Moderator

Davis Janowski,

Senior Technology Editor, WealthManagement.com

 

Panelist

Prithvi Hariharan,
Chief Technology Officer, Envision Financial Systems

 
 

 

Panelist

Rob Pettman,
Executive VP, Product and Platform Management, LPL Financial

 

Panelist

Linda Ding,
Senior Director, Strategic Marketing, Laserfiche

 

 

 

 

The Stack—What’s New And Will Grow My Business? (3:00 – 3:50 pm EDT)

These days, every advisor—whether an RIA or an independent rep working with an IBD—has a tech stack. No tech stack can remain static, however, and continue to grow at scale. Yet it’s difficult to stay current with tech developments while running your practice. Join our panel of experts to learn where it will be easiest to realize the most gains in tackling updates and improvements to your stack—from improved client onboarding and better digital client experience to more business-specific fixes like data analytics, business analytics and improved efficiency in your regulatory compliance.

 

 

 
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Sponsored by

 

 

 

 

Technology: The Stack—
What’s New And Will Grow My Business?

Wednesday, June 23 | Start time: 3:00 pm EDT | 12:00 pm PDT

 

 

 

Continuing Education Credits: CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

 

 

  Not able to attend the live event?
Archived versions of Digital Forums from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available.
 

 

 

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