Banco Popular de Puerto Rico

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

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. 

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

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

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

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.

In this session, we will draw on insights from research recently completed by Financial Planning that explores how financial advisors are beginning to address the greatest transfer of wealth in our nation's history.

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.

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

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