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Financial Planning
 
Financial Planning
 
Wealthtech Weekly
 
September 5, 2024
 
 
 
 
Rachel WitkowskiBy Rachel Witkowski Tech reporter
 

I'm thrilled to release our top picks for the most innovative firms in wealth management. This is Financial Planning's first-ever Innovation Awards, which recognize game-changing technologies in marketing, client engagement and customized portfolio management.

The winners will be recognized at our ADVISE AI conference in Las Vegas this Oct. 9-10, when we will also name two Innovators of the Year live.   

You can see more details about the winners here, and much more at Financial Planning.

Feel free to reach out to me at rachel.witkowski@arizent.com. 

See you at the ADVISE AI conference!

 
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2024 Innovation Awards
 
Financial Planning unveils 2024 Innovation Award winners
 
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These eight firms are using AI and technology to build stronger connections with clients and build business at scale.
 
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    Financial Planning's upcoming ADVISE AI conference will feature industry-leading experts from firms including Microsoft, Orion and CogniCor who will offer insights on how advisors can use AI to grow their businesses.
 
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