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Revolutionizing Wealth Management:

Insights from The 2023 WealthStack Study

DATE:
Wednesday
November 1, 2023

TIME:
2:00 PM ET
11:00 AM PT

DURATION:
60min

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.

This webinar will explore:

Technology Trends Reshaping Wealth Management
Strategies of Innovators
Maximizing ROI with Technology Solutions
Overcoming Tech Challenges
Future-Proofing Your Firm

EARN CE CREDIT

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits

have been applied for and are pending approval.

Featured Speakers

Kristin Letourneau, PhD

Vice President, Research

Informa Engage

Shannon Rosic - Moderator

Director of WealthStack

Content & Solutions

WealthManagement.com

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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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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