-
Hear from a panel of industry experts on creating content and personal branding that works for financial advisers and home office brands.
April 28 -
How are the best wealth advisors and managers using data and predictive analytics? Discover how the top firms are utilizing new methods and technology for business growth.
April 28 -
In this session, our experts will discuss all the aspects of the role of technology in bringing ESG into the wealth management sector, from regulatory and reporting processes to client engagement.
April 28 -
With consumer prices rising at the fastest pace in more than four decades, people are worried.
April 28 -
Leaders of the network say marginalized advisors will be able to get everything they need at a significant savings over putting the pieces together themselves.
April 28 -
-
The size of their returns during the past decade belie their negative yields so far this year.
April 28 -
So how do you build the platform of the future? Our experts will discuss the widespread use of digital investing tools across demographics and designing platforms for all users.
April 28 -
Whether it's a watchdog or up-and-coming advisor, claims and counterclaims are plentiful across the industry.
April 27 -
David Kuhn is deployment strategist at Socotra, where he helps carriers and insurtech MGAs adopt modern core technology. Previously, he worked as Insurance Solutions Director at Mendix and Chief Architect at Erie Insurance Group. David is an insurance technology and digital business strategy expert who has been working with companies for more than 20 years to ensure they achieve strategic goals
April 27











