Content Track Feature The Digital Advisor The threat of being replaced by online platforms doesn’t worry advisers like it used to, but clients still want a digital experience and the advanced tools that come with it.
Don’t miss this group of sessions at In|Vest 2019, July 16-17 in NYC, that will dive into the solutions being deployed to create this digital journey.
Advancing the Digital Experience Michael Perera Veena Khanna
The Present & Future of the Advisor Desktop Kevin Adams Eugene Elias Kevin Smith John Siracusa To unsubscribe from promotional messages please click here. Customer Service: (212) 803-6075 |