In this case study, you'll hear what motivated TPFG's approach to their building their wholesalers' tech stack and how CapIntel helped deliver a story-driven, impactful way for advisors to present their fund information.

In this engaging presentation, Dr. Daniel Crosby will make the case that AI will actually increase the impact and importance of human advice, and demonstrate how tech can work hand-in-hand with a deep understanding of human psychology to bring about better client outcomes.

Panelists include Anne Lester, former JPMorgan Asset Management Head, and Matt Reiner, Managing Partner & Senior Investment Advisor.

A series of technology-focused presentations for new products and services you can visualize integrating into your workflows.

A series of technology-focused presentations for new products and services you can visualize integrating into your workflows.

A series of technology-focused presentations for new products and services you can visualize integrating into your workflows.

This case study will detail how UBS Wealth Management successfully introduced social media to their advisors globally.

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.