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. |