Financial Planning's annual INVEST conference is now in the books! But there are still plenty of stories, insights and moments to share from the two-day wealthtech focused gathering in New York.
The FP editorial team was on the ground for all of the action and a series of robust conversations in which industry leadersdived deep on tech, client experience, compliance and more.
Financial Planning Chief Correspondent Tobias Salinger had it all covered, writing stories about the changes shaping the future of wealth, how to take a winning approach to AI and a panel that saw two financial advisors and a financial technology entrepreneur explain why technology and a relationship business aren't mutually exclusive.
Retirement reporter Nathan Place sat down with featured INVEST speaker and retirement expert Anne Lester, who broke down why sharing personal experiencescan help earn the trust of millennial and Gen Z investors.
And Financial Planning's summer intern Elijah Nicholson-Messmer hit the ground running at INVEST 2023, providing coverage of three tech-driven trends advisors should be ready for and how advisors can gain the inside edge by serving a niche client base.
Check out all of the stories and more, only at Financial Planning.
Anything else on your mind? Drop me a line at [email protected]. Have a great weekend!
Regards,
Justin | | Justin Mack
Reporter, Financial Planning
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| By Lydia Beyoud 2 min read | SEC Chair Gary Gensler is worried about conflicts of interest in investment advice. Read story → |
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| | | By Tobias Salinger 3 min read | Journey Strategic Wealth President Penny Phillips and other speakers at FP's INVEST conference challenged the industry to think big about its mission. Read story → |
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| | | By Elijah Nicholson-Messmer 3 min read | The influence of new technology in financial advising can feel amorphous, but experts say clear shifts are happening in the industry. Read story → |
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| | | By Tobias Salinger 4 min read | Orion Chief Behavioral Officer Daniel Crosby and other experts explained the stakes and challenges facing advisory practices at FP's INVEST conference. Read story → |
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| | | By Nathan Place 4 min read | Even if it's uncomfortable, Lester said, sharing personal experiences can help earn the trust of millennial and Gen Z investors. Read story → |
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| | RESOURCES | | | WEB SEMINAR | | Thursday, June 15, 2023 2:00 PM EDT | The FOMC meets June 13-14. Join us June 15 at 2 p.m., Eastern time, as Jeffrey Cleveland, chief economist at Payden & Rygel, provides his take on the meeting statement, Federal Reserve Board Chair Jerome Powell's press conference and the latest Fed projections. Learn More → | | | WEB SEMINAR | | Tuesday, May 9, 2023 12:00 PM EDT | How partnerships — particularly those between financial advisors and CPAs — can benefit firms and clients in a time of hypercompetition in the wealth management industry. Learn More → | | | WEB SEMINAR | | Wednesday, June 21, 2023 12:15 PM EDT | Risk profiling is crucial amidst increasing regulations. It helps understand clients and enables deeper conversations, value creation, and personalized portfolios. Learn how to discuss risk with clients, utilizing client profiles, and integrating for customized portfolios. Learn More → | SPONSOR CONTENT FROM Morningstar | | | REPORT | | Thursday, June 1, 2023 1:30 PM EDT | Ellevest CEO and co-founder Sallie Krawcheck joins Chana Schoenberger, editor-in-chief of American Banker, to discuss how the investing world is changing and how women in banking and finance can succeed. Learn More → | More resources → |
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