Special Program Root Tag

Ryan Neal, Technology Editor, Financial Planning; Tricia Haskins, Head of Integration Solutions, Fidelity Investments

By engaging clients in an intuitive way, you could help investors overcome financial and investment challenges. In this session, we will explore how the following techniques and technologies can engage and empower investors.

Dan Ciavarella, Head of Wealth Sales, Americas, Refinitiv, an LSEG business; Bill Wagner, Solution Consultant, Digital Wealth, Refinitiv, an LSEG business; Neal Keene, Field Chief Technology Officer, Smart Communications

Behavioral finance, the study and application of psychology to investment outcomes, isn’t new, but it’s rapidly growing in popularity in recent years. As markets fluctuate, financial advisors are increasingly called not only their clients’ portfolios but also their behavior and investment decisions.

Our panel of VCs and PEs will discuss what types of companies they are looking to invest in for the next five years. Hear about the next wave in WealthTech - digital brokerages, alternative investing platforms, personal finance & savings apps, and more.

More than just a way to communicate with clients, how can an innovative tech stack provide enhanced services and drive a more seamless user experience. This panel will dig into why APIs are an essential software element.

Hear from a panel of industry experts on creating content and personal branding that works for financial advisers and home office brands.

How are the best wealth advisors and managers using data and predictive analytics? Discover how the top firms are utilizing new methods and technology for business growth.

 In this session, our experts will discuss all the aspects of the role of technology in bringing ESG into the wealth management sector, from regulatory and reporting processes to client engagement.

The size of their returns during the past decade belie their negative yields so far this year.

So how do you build the platform of the future? Our experts will discuss the widespread use of digital investing tools across demographics and designing platforms for all users.

Whether it's a watchdog or up-and-coming advisor, claims and counterclaims are plentiful across the industry.

Developing a future-ready tech strategy can push innovation, growth and your organization forward.

Why planning ahead, spending smart and operating with confidence can help advisors leverage technology to drive growth.

A veteran and service member-focused wealth manager is calling for more partnership with the private sector to boost understanding of money matters.

Technology moves at a breakneck pace that threatens to leave flat-footed organizations in the dust. But industry leaders are leveraging the bleeding edge to get ahead of the pack and never look back. 

First Horizon Advisors resolved a supervisory investigation involving a former rep after its parent firm announced it’s being purchased for $13.4 billion.

In 30 years, direct indexing has gone from an obscure investment strategy to a valued product with outstanding potential for large financial institutions.

With the White House’s proposed Build Back Better legislation and its impact on taxes in limbo, advisors have time to implement key tax planning techniques.

As the West isolates Russia with sanctions in response to its invasion of Ukraine, policymakers are using the global financial system as a weapon to help stop the war. What will the impact be on banks?