It’s a big week for all things wealthtech at Financial Planning as we’re celebrating both the release of Financial Planning’s annual tech survey and the in-person return of the INVEST wealthtech conference!
This week’s newsletter is coming to you semi-live from the New York Hilton Midtown where a full house of some of the biggest names in wealth management are gathering for INVEST, and it has been great getting to know some of the folks I’ve met (or bothered) via video chat in real life. Among the more than 40 panels on tap during the two-day event is a presentation of this year’s exclusive tech survey findings, hosted by myself and Kerry Gross, director of research Intelligence at Arizent.
In this year’s survey, advisors say they are embracing technology like never before, but they continue to have a difficult time navigating the crowded marketplace and lack confidence in their decision making. The good news is that wealth managers are willing to spend to improve, something that insiders tell us has been missing from the industry in years past. Check out some of the takeaways from this year’s survey, as well as the entire report, over at Financial Planning.
And while you’re there, get caught up on the topics being discussed as INVEST rolls on today and Friday.
Now if you’ll excuse me, I’ve got a half dozen or so panels to host. See you at INVEST 2022!
Regards,
Justin | | Justin Mack
Reporter, Financial Planning
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| By Justin L. Mack | Wealth managers know they need to be digital but aren’t confident about how to get there. Read story → |
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| | | By Ryan W. Neal | Advisors know they need to be digital, but aren’t confident about how to get there. Read story → |
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| | | By Courtney Hoff | The industry is increasingly turning to social media to win new business and engage with today’s tech-savvy investors. Read story → |
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| | | By Christopher Condon 1 min read | The Treasury Secretary's come amid Fidelity's plan to offer digital assets in 401(k)s it manages. Read story → |
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| In this webinar we'll discuss why clients on the hunt for a new advisor should put their trust in you. Learn more → |
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| | | By Justin L. Mack 5 min read | In a case with misled clients, celebrating regulators and damaged trust, a veteran securities expert says there are no winners. Read story → |
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| | Follow Financial Planning in real time. More ways to get the most trusted industry news and analysis. |
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| | | | | | | | | | | | | | | RESOURCES | | | WEB SEMINAR | | Monday, June 27, 2022 2:00 PM EDT | Learn how to develop a strong value proposition and avoid being another firm in the crowd. Learn More → | SPONSORED BY ORION ADVISOR TECH | | | WEB SEMINAR | | Thursday, June 16, 2022 10:00 AM EDT | The Federal Reserve has started a hiking cycle that's expected to continue with half-point increases in June and July, Marvin Loh, senior macro strategist at State Street Global Markets, will assess the June Federal Open Market Committee meeting and tell what he expects the panel to do in the future. Learn More → | | | WHITEPAPER | | | Help clients improve outcomes with goals-based investing. Find out more! Download Now → | SPONSOR CONTENT FROM Orion Advisor Tech | | | WEB SEMINAR | | Wednesday, July 13, 2022 2:00 PM EDT | In this webinar, you’ll learn how organizations can access, onboard, and integrate ESG data into their front- and back-office workflows at speed and can build ESG workloads from portfolio construction to regulatory reporting. Learn More → | SPONSOR CONTENT FROM Snowflake | More resources → |
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