| We are excited to announce, FAST FORWARD | Wealth Management, a complimentary webinar from Financial Planning that examines the future of wealth management with a keen focus on the new consumer and new tech. With consumer expectations evolving, the wealth management industry will need to harness the latest technologies to transform and grow at scale and speed — all while meeting the rising needs of the customer. Claim your complimentary pass and register today. Register now → |
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Gain insights from influential leaders and powerful minds: | | How did the pandemic shift the perception of investors towards investment advice?
Why are investors now relying on a mix of digital experience and human advice? What are the strategies and technologies financial advisors need to have in place to meet investors’ demands in a new era? | Learn more → |
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What you'll get | | | | Engage with thought leaders Connect with the wealth management community Learn from insider experiences and perspectives |
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