Financial advice is transforming into a highly digital industry. Advisors need to know what new tools and trends will give their practice a competitive advantage over other planners and even robo advisors.

  • Advisors will understand what are the major trends shaping digital wealth management right now.
  • Advisors will learn about what essential digital tools they should have for their practice.
  • Advisors will gain insight into how to digitally enhance their practice to be competitive.

Key Speakers

Suleman Din
Managing Editor, Financial Planning
Danielle Fava
Senior Product Manager iRebal
Sean McDermott
Project Manager Corporate Insight
Alan Moore, MS, CFP®
Co-Founder XY Planning Network