On The Road

Merging Digital and Human Advice to Better Serve Your Clients

 

NOVEMBER 20, 2019 | CONVENE, NEW YORK CITY

THE FUTURE OF FINANCIAL ADVICE

A conference for innovative leaders, executives and change-makers from the industry’s top RIAs, custodians, national brokerage firms and independent broker-dealers invested in redefining wealth management’s move from discrete products and tools to comprehensive, digitally-enhanced advice within an ecosystem of scale and an emphasis on the client experience.

Together, we will deconstruct wealth management, examining nine different elements critical to improving client outcomes and improving adviser effectiveness. Join InvestmentNews and be part of the discussions that include: 

  • Creating cost-smart, risk-smart, tax-smart household management platforms

  • Mainstreaming healthcare 

  • Defining the role of digital service both individually and in a comprehensive offering that clients can understand

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