Editor-in-Chief Brian Wallheimer previews this year's event

Dear colleagues,

It’s no secret that technology is taking on an ever-increasing importance in the wealth management industry. Clients are growing more curious about cryptocurrency and looking for opportunities to keep track of their portfolio performance. They also rely on your firms to keep their information and assets safe in the face of hacks and potential cyberattacks tied to geopolitical turmoil.

At this year’s INVEST conference, experts from across the industry will discuss those topics, and so much more. I’m particularly interested in hearing discussion from Doug Scott at Ethic, Don Calcagni of Mercer Advisors and Tuppence Russo of Alliance Bernstein about the rise of direct indexing. We’re living in a moment in which client preferences for customized investments are blending with the ability of technology to deliver those at a fraction of what costs once were.

We’ll also be sharing data from FP’s Tech Survey at INVEST, which will give you the most up-to-date information about how wealth management companies view technology in their spaces, where they plan to invest and where they see their relationship with wealthtech headed.

Take advantage of the advance rates and save up to $200 on INVEST tickets when you secure your seat today.
If you make it out — and I certainly hope you do — I hope you’ll introduce yourself.