| | | Revolutionizing Wealth Management: Insights from The 2023 WealthStack Study |
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| | DATE:
Wednesday
November 1, 2023 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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Join us for an exclusive webinar delving into the latest findings from the 2023 WealthStack Study. This comprehensive report unveils how technology is propelling the growth of wealth management firms and reshaping their strategies. Gain valuable insights into the evolving landscape of wealth management and discover key takeaways to position your firm for success in the digital era.
Many of your peers have already RSVPd. Will you be joining us as well?
✔️ YES, I'll see you TOMORROW at 2 PM ET! ❌ Not available, but send me the recorded version!
This webinar will explore:
Technology Trends Reshaping Wealth Management Strategies of Innovators Maximizing ROI with Technology Solutions Overcoming Tech Challenges Future-Proofing Your Firm |
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| | | Kristin Letourneau, PhD Vice President, Research Informa Engage |
| | | Shannon Rosic - Moderator Director of WealthStack Content & Solutions WealthManagement.com |
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| | | John Milne Vice President, Product Management SS&C Advent |
| | | Brandon Roth Senior Product Marketing Manager BILL |
| | | Ben Collins Senior Director of Industry Marketing Sage Intacct |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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