MERGING DIGITAL AND HUMAN ADVICE TO BETTER SERVE YOUR CLIENTS
NOVEMBER 20, 2019 | CONVENE, NEW YORK CITY
#FutureIN
THE FUTURE OF FINANCIAL ADVICE
A conference for innovative leaders, executives and change-makers from the industry’s top RIAs, custodians, national brokerage firms and independent broker-dealers invested in redefining wealth management’s move from discrete products and tools to comprehensive, digitally-enhanced advice within an ecosystem of scale and an emphasis on the client experience.
Together, we will deconstruct wealth management, examining nine different elements critical to improving client outcomes and improving adviser effectiveness. Join InvestmentNews and be part of the discussions that include:
- Creating cost-smart, risk-smart, tax-smart household management platforms
- Mainstreaming healthcare
- Defining the role of digital service both individually and in a comprehensive offering that clients can understand
REGISTRATION COSTS – INDIVIDUAL TICKET
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Event Location
Convene
237 Park Avenue
New York, NY 10017
Tel: (888) 730-7307
Recommended Lodging
InterContinental New York Barclays
111 East 48th Street
New York, NY 10017
Tel: (212) 755-5900
Grand Hyatt New York
109 E. 42nd Street
New York, NY 10017
Tel: (212) 883-1234
The Palace
455 Madison Avenue at 50th Street
New York, NY 10022
Tel: (212) 888-7000
Click here for more information on parking and directions.