You have the opportunity to become part of an event that offers a meeting place for advisors, FinTechs and industry experts to help you how to make the best use of technology, invest strategically and build a stable portfolio. 18 speakers can help you better understand the options and choose the right technical solutions that save time, improve the customer relationship and ultimately lead to higher profits.
Topics:
- Improving your digital presence
- How the wealth industry is adapting to technology and revolutionizing the future of advice
- It’s not about investments: How fintech is redefining the advisory profession
- The rise of cryptocurrency
- Your portfolio, AI and the future of investing
- Creating content to establish a brand to expand your audience
- How to streamline your back office and win the efficiency war
Date & time:
18 MAY 2021
10 AM 5:20 PM EST
Location:
Online