Special Program Root Tag

A fireside chat with Julia Carreon, MD at Citi Global Wealth.

Jennifer Wing, SVP, head of asset management at GeoWealth; Rod Sayegh, managing director, head of digital strategy & programs at Fiduciary Trust Company International; Samantha Russell, chief evangelist at FMG.

Join Riskalyze CEO Aaron Klein as he highlights how advisors can redefine the client experience, identify ways to highlight strengths and opportunities in their firm while negating weaknesses and threats, and use technology to elevate financial advice to a better future.  

In this panel discussion, InvestCloud will speak with Harsh Kumar about how Citi Alliance has leveraged InvestCloud's digital capabilities to design, build and deploy an integrated banking solution, now available to wealth management firms around the world.

Chip Castille, CEO and Founder, GoalBased Investors; Michelle Tran, SVP, Head of Enterprise Sales, Vestwell

Margaret Hartigan, CEO of Marstone; Shruti Joshi, COO of Facet Wealth.

Applying psychology to investment outcomes has become an increasingly popular strategy.

A look at her passion for increasing diversity in the industry, and wealthtech trends on the horizon.

Hear from a leader at a prominent institution to learn more about how they are successfully delivering differentiated retirement income solutions through digital innovation that optimizes the role of advisors.

Join EY-Parthenon, one of the largest global strategy consulting firms, as it discusses the future of the RIA industry with a panel of distinguished industry leaders representing some of the most prominent firms in the RIA ecosystem.

In this session we will share the results from Financial Planning's annual survey of financial advisors exploring the technology trends shaping the wealth management industry.

New data by Arizent's Research Team, sponsored by ServiceNow, on workforce needs in the industry.

The robo-advisor market has exploded in recent years. Is that growth sustainable?

Financial wellness programs have become a critical component of workplace benefits that can help attract and retain talented employees.

Whether it's crypto, angel investments or other alternatives, more investors are looking for non-traditional investments in their portfolios and retirement accounts.

A panel of FINRA arbitrators unanimously ordered the award against the megabank based on Erin Ann Daly’s claims of gender-based discrimination.

JPMorgan Chase, Bank of America, Goldman Sachs and Wells Fargo joined Citigroup in pledging to expand benefits to cover travel for out-of-state abortions. Smaller banks in blue states were more vocal, with one female CEO saying: “I stand in disbelief.”

The Federal Reserve has started a hiking cycle that's expected to continue with half-point increases in June and July, Marvin Loh, senior macro strategist at State Street Global Markets, will assess the June Federal Open Market Committee meeting and tell what he expects the panel to do in the future.

Once the province of wealthy investors thanks to high minimums, creating your own custom stock index can now cost less than a gallon of gas.

In an industry where diversity and inclusion have historically been lacking, women advisors and investors are making significant inroads on their way to the top.