Inside Wealth Virtual takes place next month, provide a timely update on the latest trends and challenges rocking the wealth management industry. Brought to you by the team behind Inside ETFs, Inside WealthStack and Wealthmanagement.com, the event is split into three daily themes covering 2021 trends and market outlook, technology & practice management. Register today for just $199 with Wealthmanagement.com readers saving an additional 20% with code FKF2499VWMEM2. Advisors and investors attend free!
Your essential industry update. Streamed directly to you.
Day 1 Theme: Trends and 2021 Outlook
April 26 1:00 - 1:30PM
2021: US equity market outlook 2020 was marked by incredible economic disruption and market volatility. Tech stocks soared, IPOs and SPACs proliferated and growth trumped value. Where next?
The Biden effect and themes to watch in 2021 What changes should we be expecting from the new administration? What changes will be made to the Fed and how will this impact fiscal policy and investments?
Going the RIA route: tools for the future Ever thought about going the RIA route but not sure where to start? Join our tech savy panelists to uncover the tools and technology you need to service clients efficiently and effectively.
Proven in the trenches: the 11 principles to grow from advisor to CEO The face of financial services has evolved and along with it, the very nature of financial advice. Hear from Ron Carson, Founder & CEO, Carson Group for a methodology backed by decades of real-world application among thousands of advisors across the country.
Preparing for the future: options to monetize your practice whilst putting clients first Succession planning and exit strategies. Outside buyers versus internal succession. Mergers and acquisitions are at fever pitch but what are the best practices to make sure clients are well-served through periods of transition?
The virtual event experience Our virtual event platform provides the flexibility to take part in whatever way works best for you. Watch the sessions live or catch up on-demand. Pre-arrange meetings, join informal coffee chats and collaborate with peers at breakout sessions.
Secure your place today: advisors & investors attend free!
Registered investment advisors, independent and regional advisors, wire house advisors, institutional investors, family offices and financial planners can click here to register for free. Book a standard pass for just $199 until March 26 and save 20% with exclusive Wealthmanagement.com discount code FKF2499VWMEM2! Book online, call +44 (0)20 3377 3279 or email[email protected].
Reach the people that matter most to your business by speaking, hosting a virtual roundtable or promoting your brand - making sure you meet your goals for 2021. Get in touch with Kristina at [email protected] or call +1-312-599-1037.
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