Join us for an exclusive webinar delving into the latest findings from the 2023 WealthStack Study.
| | | Revolutionizing Wealth Management: Insights from The 2023 WealthStack Study |
|
|
|
| | DATE:
Wednesday
November 01, 2023 |
|
| | TIME:
2:00 PM ET
11:00 AM PT |
|
|
|
|
Join us for an exclusive webinar delving into the latest findings from the 2023 WealthStack Study. This comprehensive report unveils how technology is propelling the growth of wealth management firms and reshaping their strategies. Gain valuable insights into the evolving landscape of wealth management and discover key takeaways to position your firm for success in the digital era.
This webinar will explore:
Technology Trends Reshaping Wealth Management Strategies of Innovators Maximizing ROI with Technology Solutions Overcoming Tech Challenges Future-Proofing Your Firm |
|
|
|
| | | John Milne Vice President, Product Management SS&C Advent |
| | | Brandon Roth Senior Product Marketing Manager BILL |
| | | Ben Collins Senior Director of Industry Marketing Sage Intacct |
| | | Kristin Letourneau, PhD Vice President, Research Informa Engage |
|
|
|
| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
|
|
|
|
