More about InVest: As new digital tools transform wealth management, the industry’s largest players are rushing to adapt to ever-increasing customer expectations, while smaller firms strive to keep pace. Behind the scenes, many are investing more on technology and hiring to drive growth, but margins remain under pressure. In|Vest West is exploring all the dynamics at play — from front to back office — and the technologies that are shaping the future of the firm.
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Used correctly, wealth management technology has the potential to improve the experience for clients and advisors alike.
February 3
Advisor360° -
Patrick Noonan is Advisor360°'s product manager for wealth management and insurance, responsible for guiding the development of the company's tools that help advisors
facilitate the financial planning process and work more efficiently. Prior to joining Advisor360°, he was a financial advisor with Merrill Lynch and Janney Montgomery Scott, and an advanced planning consultant at Commonwealth Financial Network.February 3
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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
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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
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Cryptocurrency isn't just a passing trend — it's an asset class that's here to say. This opens a host of opportunities for financial advisors who are well prepared to help their clients wisely handle their digital assets in the context of their overall portfolio.
February 3
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Arbor Digital's case study will review the most important pieces to incorporating Digital Assets (crypto) into your advisory practice. From idea to execution. To illustrate we will use a real-life case study of an advisory practice based in the US.
February 3
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This panel will discuss: Educational resources for explaining this volatile asset; Changes in financial reporting of client assets ; Changes to workflows in your practice
February 3
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The SEC and FINRA are racing to keep up with the pace of business now done on the internet. Come hear this panel to get up to speed as to what is coming, what you need to know now and how it all affects how you do business.
February 3
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Come hear this panel give their views regarding how to speak about cryptocurrency in an insightful way, yet meet all regulatory requirements.
February 3
