It could be a bear market, however the demand and want for monetary recommendation has by no means been larger. The trade continues to construct and design tech options round productiveness and effectivity, however the questions have by no means been greater, and the stakes have by no means been larger. The wealthtech revolution is now.
The way forward for wealth administration is digital and cutting-edge know-how is powering a brand new technology of growth-minded advisors. This thrilling period of contemporary know-how is enabling a greater wealth administration expertise, that’s extra shopper centric, extra clear, more economical, extra customized and usually simpler for a broader shopper base to entry.
Know-how-led democratization of monetary recommendation is more and more opening up new alternatives, and WealthStack brings collectively over 2000+ main advisors, know-how decision-makers, and essentially the most influential advisory companies and wealthtech leaders which can be staying forward of the curve. Hear from high RIAs and wealthtech influencers as they talk about and dissect the right way to efficiently leverage tech to optimize operations, present a seamless shopper expertise, and in the end develop their companies.