License Root Tag

Subaccounting Services

Partner Insights from Mutual Fund Service Guide
Transfer Agent Services

Partner Insights from Mutual Fund Service Guide
Fund Accounting Services

Partner Insights from Mutual Fund Service Guide
Fintech

Jeffrey Cruttenden, CEO, SAY and Co-Founder, Acorns (full session)

New technology gives every shareholder a louder voice

July 12
Robo advisors

The new, new robos (full session)

Bradley Leimer, Moderator, Managing Director and Head of Fintech Strategy Explorer Advisory & Capital, Dann Bibas, CEO, Fountain, Deborah Owens, CEO, WealthyU, Saad Zariff, Vice President of North America, Wahed Invest LLC.

July 12
Alternative investments

Onboarding and distributing alternatives (full session)

Bryan Mullin, CFA, Head, Alternative Investments, RBC Wealth Management, James Waldinger, CEO, Artivest

July 12
ESG

Michael Jantzi, CEO, Sustainalytics (full session)

ESG goes mainstream

July 12
Practice management

Building a digital culture (full session)

Chelsea Emery, Moderator, Editor-in-Chief, Financial Planning, Augustine SC Hong, CEO and Co-Managing Partner, Alexandria Capital, Peter Phelan, Founder & CEO, ValuesCulture, Patrick Tucker, Founder, True Measure Advisors

July 12
Client strategies

Matt Brinker, Chief Business Development Officer, Head of Acquisitions, United Capital (full session)

The makings of a true destination RIA

July 12
RIAs

The big picture panel (full session)

Moderator: Josh Book, Founder and CEO, ParameterInsights; Panelists: Danielle Fava, Director, Product Strategy and Development, TD Ameritrade Institutional; Andrew Manning, MBA, FCSI®, Head of Wealth Management Intermediaries Marketing, Americas Invesco; and Max G. Winthrop, CEO, Winthrop Wealth Management.

July 11