Powerful networking. Highly interactive programming. Insights you can’t find elsewhere. Financial Planning events are the premier destination for the industry’s brightest minds and most influential leaders.
Below is a collection of the most notable sessions from our recent events. This is a subscriber-only benefit—learn more about joining the community here .
Featuring engaging demos highlighting the industry’s most impressive advances, INVEST 2022 gathered senior leaders to provide insight into how innovative firms are using new strategies and technologies to better serve their clients.
Direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, faster than traditional financial products, such as mutual funds, exchange-traded funds (ETFs), and separate accounts. What should advisors be prepared for in the future?
Cynthia Loh on how Goldman Sachs Personal Financial Management is optimizing technology for advisors
In this session, Head of Product for Goldman's Personal Financial Management business, Cynthia Loh, will discuss what the firm is doing to enhance client web and mobile apps to better serve advisors so they can help clients minimize financial stress and maximize their return on life—today and tomorrow.
With exponentially more wealth management clients going digital in 2020, many firms have responded with similar offerings. Now, as wealthtech accelerates faster than expected, firms are looking to differentiate themselves based on superior user experiences.
Featuring engaging demos highlighting the industry’s most impressive advances, INVEST CONNECT 2022 will gather senior leaders to provide insight into how innovative firms are using new strategies and technologies to better serve their clients.
Ryan Neal, Technology Editor, Financial Planning; Tricia Haskins, Head of Integration Solutions, Fidelity Investments
By engaging clients in an intuitive way, you could help investors overcome financial and investment challenges. In this session, we will explore how the following techniques and technologies can engage and empower investors.