The only wealth management event 100% focused on AI and its uses in the sector
Registration is now open for our new conference, ADVISE AI! We’re thrilled to announce our first keynote speaker, industry thought leader Michael Kitces, widely known for The Kitces Report e-newsletter and Nerd’s Eye View blog, who will discuss the role of AI in the future of wealth management.
Take advantage of our limited-time pre-agenda rates today. | | Just announced:
Meet the esteemed members of our Advisory Council | This is a brain trust of unrivaled AI experts and wealth management visionaries who are working with us to shape a high-impact conference for you.
Andrew Altfest, CFP, President, Altfest Personal Wealth Management and Founder of FP Alpha Daniel Bernstein, Chief Regulatory Counsel, MarketCounsel Joel Bruckenstein, President, Technology Tools for Today (T3) Bill Coppel, Chief Client Growth Officer, TradePMR Samuel Deane, President, Deane Wealth Management Dani Fava, Industry Innovator Michelle K. Feinstein, General Manager for Wealth & Asset Management, Salesforce Nick Graham, Executive Vice President and Chief Technology Officer, Cambridge Investment Research Inc. Beth Haddock, Chief Legal Officer, AdvisorEngine Dr. Sindhu Joseph, CEO and Founder, CogniCor Technologies, Inc. Brooke Juniper, CEO, Sage Brian McLaughlin, President, Orion Advisor Tech Hannah Moore, CFP, Owner and Principal Financial Planner, Guiding Wealth Jon Patullo, Chief Product Officer Advisory, Apex Fintech Solutions Tyrone Ross, CEO and Cofounder, Turnqey Labs; Principal, 401 Financial Suzanne Siracuse, Founder and CEO of Suzanne Siracuse Consulting and former CEO and Publisher InvestmentNews Susan Theder, Chief Marketing and Experience Officer, FMG Oleg Tishkevich, Founder and CEO, Invent William Trout, Director of the Securities and Investments Practice, Datos Insights Vimal Vel, Chief Product Officer, Morningstar Enterprise Timothy D. Welsh, President, CEO and Founder, Nexus Strategy, LLC
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