Financial Planning shares annual wealthtech research

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INVEST

June 16-17, 2022
Hilton Midtown, New York, NY

FEATURED SESSION

New Findings on Tech Spending

In this session at INVEST, Kerry Gross, Director of Research at Arizent, will share the results from Financial Planning’s annual wealthtech research of financial advisors exploring the technology trends shaping the wealth management industry. More specifically, the research looks at the impact and role of technology on future practices and current/planned technology usage and investment.

Kerry Gross

Director of Research Intelligence
Arizent

*EXCLUSIVE OFFER FOR INVEST ATTENDEES*

As a registered in-person attendee at INVEST, you will receive a free copy of keynote speaker Ric Edelman's newest book, The Truth About Crypto: A Practical, Easy-to-Understand Guide to Bitcoin, Blockchain, NFTs, and Other Digital Assets, on-site at the event.

Connect with your fellow attendees

The Brella networking app and its matchmaking features help you find like-minded attendees and partners, schedule meetings, chat and meet in person.

Learn more →

SAFETY PLAN UPDATE

Financial Planning and parent company Arizent are constantly monitoring guidance and mandates for in-person events made by businesses and federal, state and local agencies. As a result, we are lifting the vaccine mandate for INVEST— individuals will no longer be required to show proof of vaccination to attend in person. You can read our full safety plan here.

THANKS TO OUR SPONSORS

LET'S GET SOCIAL

#FPINVEST

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New Findings on Tech Spending

Kerry Gross

SAFETY PLAN UPDATE

THANKS TO OUR SPONSORS

LET'S GET SOCIAL

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