Banco Popular de Puerto Rico

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.

 In this session, panelists will discuss the practical applications of AI in today's industry, ponder where these innovations may take us tomorrow, and explain how the cutting-edge tech is helping firms grow in a more human way.

In this case study, you'll hear what motivated TPFG's approach to their building their wholesalers' tech stack and how CapIntel helped deliver a story-driven, impactful way for advisors to present their fund information.

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.