Banco Popular de Puerto Rico

 Join Ryan Clare, Head of Corporate Change Management and Digital Transformation Lead at Jefferies, and John Almeida,  Global Head of Wealth and Asset Management at ServiceNow, to learn how asset managers can elevate client services with timely and correct trade settlements, real-time trade status updates, and connected employees.

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.

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

Invest 2023 welcome remarks by Financial Planning Editor-in-Chief, Brian Wallheimer.

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

The pros and cons of having a niche The business of expertise (solving a unique set of problems for a specific type of person) Creating an ideal client avatar and tailoring your practice to that demographic

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.