Hear from industry experts about how they keep their firm communications and social channels on trend, innovative, and, maybe more importantly, up to code.

Financial institutions can innovate to supply customer-reflective money management. E.g., J.P. Morgan and OpenInvest are using tech to connect investors' values to money, aiming to help identify essential issues through data analysis and a transparent portfolio snapshot.

Join this session to build a 6-point practice management checklist that helps advisor-business owners identify the decisions and shifts they'll need to make, in their businesses and as leaders, in the coming years to stay relevant and thrive.

This session will provide a breakdown of all the new rules that have gone into effect since last INVEST, and discuss how technology is helping wealth managers of all sizes rise to the occasion.

Dr. Sindhu Joseph, co-founder and CEO of CogniCor, a Morgan Stanley-backed provider of AI-enabled digital assistants and business automation platforms for the financial services industry, will explore the growing role of AI within wealth management, the risks and limitations of today's solutions and future impact of this technology across this space.

We will discuss alternative business solutions and resources that can help solve what are some of the most important and the highest cost areas of running a practice so advisors can more strategically compete and deliver long-lasting value that drives client loyalty and profitable results.

This session will look at the cybersecurity trends of 2023 and how wealth managers can protect themselves.

Join this session to learn where tech works - and where it doesn't. 

In this panel discussion, we will explore ways for financial advisors to engage with clients to build deep, long-term relationships.

Panel discussion on compliance challenges when going independent and the cost of non-compliance" Launching an Independent RIA can be one of the most rewarding and challenging undertakings of an Adviser's career.

In this session, we'll present Vanguard's portfolio construction framework, a model-based system built into digital technology platforms that enable customization, scalability and internal consistency of Vanguard multi-asset offers. Roger Aliaga-Diaz, Vanguard's Global Head of Portfolio Construction, will discuss the evolution of the 60/40 portfolio. 

Get more robust participation from the Millennials-and-younger crowd and all the wins that come with it.

This session will help wealth managers make the most of their future compliance investments, and leverage those decisions to deliver ROI long-term.

Please join us as Matt Reiner explores the truth about the future of the financial advisor.

Wealth managers are just beginning to digitize their client onboarding process. Digitizing each element of the process can increase advisor efficiency, improve client satisfaction, and establish a solid foundation for a robust ongoing relationship

This past year, President Biden signed an Executive Order on "Ensuring Responsible Development of Digital Assets", and recently released a comprehensive framework for their development. Over the past several years, the SEC and the CFTC have bought dozens of cryptocurrency-related enforcement actions.

Attendees will learn best practices to attract clients, increase market share and leverage technologies to enhance their services.  

The pros and cons of having a niche The business of expertise (solving a unique set of problems for a specific type of person) Creating an ideal client avatar and tailoring your practice to that demographic