AI Enters Wealth Management

— Are You Ready?

Tuesday, June 20 • 4:15 pm ET

Trends in AI adoption — and how to improve client experience and streamline back-office operations with the right content-centric AI tools in place. REGISTER

Sponsored by Laserfiche

Seizing New Opportunities

in Closed-End Funds

Tuesday, June 27 • 2:00 pm ET

First look at and highlights from the latest WMIQ research that explores advisor attitudes toward closed-end funds and their experience with the asset class. REGISTER

Sponsored by Nuveen

How Top Advisors Use Estate Advisory

to Facilitate Impactful Planning Conversations and Deepen Client Relationships

Wednesday, June 28 • 2:00 pm ET
Ways advisors can develop the skills for impactful estate planning conversations — and how educating clients on estate planning can help deepen client relationships. REGISTER

Sponsored by Vanilla

Driving Firm Growth and Success:

A 2023 Midyear Update

Thursday, June 29 • 2:00 pm ET

A look at how growth expectations have changed, the shift in services being offered clients, and the latest outlook for investments in technology and human capital. REGISTER

Sponsored by BNY Mellon | Pershing

The Psychology of Custom Indexing

Tuesday, July 18 • 4:15 pm ET
Discover the hidden forces that drive investor behavior and the unique strategies employed in custom indexing to optimize portfolio performance. REGISTER

Sponsored by Orion

Ask the Experts: How Can I Help My Clients Build Lasting Legacies Through Charitable Giving?

Tuesday, July 25 • 11:00 am ET

Learn the charitable giving trends and issues wealth advisors need to know about now — and get answers to your pre-submitted questions on any charitable giving topics. SUBMIT QUESTIONS AND REGISTER

In partnership with Trusts & Estates

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