Event Archives
Below is a collection of the most notable sessions from our recent events. This is a subscriber-only benefit—learn more about joining the community here.
Which AI solutions can reduce overhead and improve profitability for wealth management businesses? How can AI be used to help firms meet the highest standards of data protection and legal requirements? How can it help attract tech-savvy clients and position businesses as future-ready firms?
FINANCIAL PLANNING's ADVISE AI is a brand new conference designed to guide wealth management leaders in leveraging AI and machine learning to scale operations, improve client engagement and grow. Don’t get swept away by the current of uncertainty and overwhelming options. This is your chance to gain insights directly from the industry’s top experts and innovation gurus.
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The Innovation in Wealth Management AI Awards will recognize and celebrate outstanding individuals' and firms' achievements in developing technology and implementing solutions that improve the growth and scalability of wealth firms, and enhance client engagement and experience.
November 12 -
In the rapidly evolving landscape of wealth management, artificial intelligence (AI) has emerged as a transformative force.
November 12
Financial Planning’s INVEST helps decision makers in the wealth management community understand how new technology can improve advisor efficiency and effectiveness. Advisors also learn how to better utilize technology to improve client interactions, investment strategies and other practice and client management skills. All INVEST attendees leave with a clearer sense of how they can help their businesses grow.
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Invest 2023 welcome remarks by Financial Planning Editor-in-Chief, Brian Wallheimer.
June 23 -
Join Jason Wenk, Founder and CEO of Altruist, for an insightful session designed for forward-thinking financial advisors.
June 23
INVEST CRYPTOCURRENCY FOR ADVISORS is where the industry’s top minds come together to decide what’s real and what’s vapor in the chaotic crypto space. From banks and wealthtech leaders to asset managers and regulators — the community gathers to demystify cryptocurrency and separate the real opportunities from the momentary trends.
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Dave LaValle, who brings over 20 years of experience in financial services, will discuss the challenges the last year has brought to the crypto space and how it will affect Grayscale's pursuit of the first spot crypto ETF.
February 3 -
The volatility of the cryptocurrency market has been one of the compelling stories of 2022. But it is important to get the facts behind the numbers. We begin by bringing together an unbiased panel, to give us the stories and numbers behind this turbulent year.
February 3
Featuring engaging demos highlighting the industry’s most impressive advances, INVEST 2022 gathered senior leaders to provide insight into how innovative firms are using new strategies and technologies to better serve their clients.
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Direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, faster than traditional financial products, such as mutual funds, exchange-traded funds (ETFs), and separate accounts. What should advisors be prepared for in the future?
June 30 -
Cynthia Loh on how Goldman Sachs Personal Financial Management is optimizing technology for advisorsIn this session, Head of Product for Goldman's Personal Financial Management business, Cynthia Loh, will discuss what the firm is doing to enhance client web and mobile apps to better serve advisors so they can help clients minimize financial stress and maximize their return on life—today and tomorrow.
June 30
With exponentially more wealth management clients going digital in 2020, many firms have responded with similar offerings. Now, as wealthtech accelerates faster than expected, firms are looking to differentiate themselves based on superior user experiences.
Featuring engaging demos highlighting the industry’s most impressive advances, INVEST CONNECT 2022 will gather senior leaders to provide insight into how innovative firms are using new strategies and technologies to better serve their clients.
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Ryan Neal, Technology Editor, Financial Planning; Tricia Haskins, Head of Integration Solutions, Fidelity Investments
April 28 -
By engaging clients in an intuitive way, you could help investors overcome financial and investment challenges. In this session, we will explore how the following techniques and technologies can engage and empower investors.
April 28
