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  • Invest 2023:(Event Archive)
    INVEST 2023 Keynote address: Human-first advice in the age of AI

    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.

    June 23
    INVEST 2023 Keynote address: Human-first advice in the age of AI
  • Invest 2023:(Event Archive)
    INVEST 2023 Opening keynote address: Digital innovation & wealthtech — preparing financial advisors for the future

    Join Jason Wenk, Founder and CEO of Altruist, for an insightful session designed for forward-thinking financial advisors.

    June 23
    INVEST 2023 Opening keynote address: Digital innovation & wealthtech — preparing financial advisors for the future
CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

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