What does it take to architect a future-ready wealth management firm? Join our webinar as BNY Pershing President and Head Of Global Strategy, Ainslie Simmonds, and Box Managing Director Perry Rotella unpack the findings from the recent CTO Think Tank held at RIA Edge West, where CTOs of billion-dollar+ RIAs discussed technology as a powerful differentiator and shared best practices for addressing today’s complex tech landscape. From data management to AI integration, learn how top firms balance cutting-edge innovation with practical, business-focused solutions.
Archived versions of webinars from WealthManagement.com are available
for viewing On Demand shortly after broadcast. Register todayand you will
receive an email with login instructions as soon as the replay is available.
SPONSORED BY
IN PARTNERSHIP WITH
POWERED BY
Periodically, WealthManagement.com will inform you of special events, products and other offers that we believe you will find helpful in your business or career. To STOP receiving promotional e-mails from WealthManagement, please click here.
WealthManagement | Informa | 605 Third Avenue, 22nd Floor, New York, NY 10158 | Privacy Statement
