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| CE DIGITAL FORUMS • Advisor Technology • Asset Management • Marketing • Practice Management • Wealth Planning | |
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| Welcome to the Digital Forums The complimentary WealthManagement.com Digital Forums are live, interactive sessions hosted by leading industry experts and paneled by senior executives from 2020 Industry Awards finalist and winner companies. In addition to covering advisor technology, future sessions will explore the current state and future direction of asset management, practice management, marketing and wealth planning. | |
| Advisor of the Future Thursday, September 24 | Start Time 3:00 pm EDT | 12:00 pm PDT |
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| Panel 1: Tech Buyers Panel—The Technologies Firms are Investing in Now (3:00 - 3:30 pm EDT) C-level execs from top B/Ds reveal the systems, technologies, applications and infrastructure they’re investing in to deliver an outstanding advisor and client experience—while driving productivity and increasing capacity. REGISTER | |
| Moderator David Armstrong, Editor-in-Chief Wealth Management.com | | Panelist Vivek Pappu, Director, Digital Channel Executive Merrill Lynch Wealth Management | | Panelist Michael Ragunas, Executive VP, CIO Cetera Financial Group | | Panelist Anton Honikman, CEO MyVest | | Panelist Atindra Barua, Member BOD & Executive VP American Portfolios |
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| Panel 2: What the Future Will be for Advisor Tech (3:45 - 4:15 pm EDT) Listen in as technology visionaries who are creating and designing the wealth management model of the future explore how emerging technologies will play out—and how advisors will evolve along with them. REGISTER | |
| Moderator Tim Welsh, President, CEO and Founder Nexus Strategy, LLC | | Panelist Abby Salameh, CMO Hightower Advisors | | Panelist Steve Lockshin, Founder and Principal Of AdvicePeriod Vanilla | | Panelist Yang Xu, CEO Trading Front | | Panelist Chad Parks, Founder and CEO Ubiquity + Savings |
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| Panel 3: Best Technology Moves Advisors Can Make Today (4:30 - 5:00 pm EDT) Join our panel of industry thought leaders as they showcase the pros, cons and tradeoffs of the top technology tools bringing productivity, efficiencies and a new client experience for optimizing technology investments. REGISTER | |
| Moderator Davis Janowski, Senior Technology Editor Wealth Management.com | | Panelist Aaron Klein, CEO Riskalyze | | Panelist Adrian “AJ” Johnstone, Co-founder and CCO Pracifi | | Panelist Bjorn Widerstedt, VP Product Management Black Diamond | | Panelist Linda Ding, Director of Strategic Marketing Laserfiche |
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| Continuing Education Credits: CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval. Must attend all three panel discussions to qualify. | |
| 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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