WealthManagement.com 2021 Industry Awards Afternoon and Evening Events
Contact us to learn more about:
- September 9th, 2021
180 Central Park South, New York, NY
Moderator:
David Armstrong, Executive Director, Content and User Engagement
Panelists:
Jamie Price, CEO, Advisor Group
Shannon Spotswood, President, RFG Advisory
Jeff Concepcion, CEO of Stratos Wealth Partners
- The independent broker dealer space has undergone dramatic changes over the years—and many in the industry argue that the phrase “independent broker dealer” doesn’t even describe these organizations anymore. As the industry has shifted away from commissions, transactions and product sales towards fees and financial planning advice, the extreme makeover of IBDs is happening front and center in the wealth space.
- Hear from thought leaders of these “IBDs in transition” to see first-hand how they are steering their organizations to support advisors as they too, evolve to better meet the needs of today’s clients.
- Stay tune for more details on participants to this afternoon session at the New York Athletic Club.
Moderator:
Timothy Welsh, President, Nexus Strategy LLC
Panelists:
Kabir Sethi, Managing Director and Head of Digital Wealth Management, Merrill Lynch Wealth Management
Ed Obuchowski, Executive Vice President and Chief Technology Officer, Advisor Group
Vikram Chugh, Chief Operating Officer, Robertson Stephens
Nick Graham, Chief Technology Officer, Cambridge Investment Research
- A unique gathering of four of the industry’s top Chief Technology Officers supporting tens of thousands of advisors will share their insights, strategies and approach to supplying advisors with the latest tools to enhance efficiency and delight clients.
- Hear where the industry is going and how technology will play an increasing role in how advisors are delivering advice, as well as what emerging technologies they will be investing in over the next decade. A must attend for anyone in the advisor technology ecosystem looking to supply the tools these mega-buyers will be looking to acquire.
What is the Future for Advice Delivery?
80-100 executives of Finalist companies – break out into 4 rooms
Moderator:
Timothy Welsh, President, Nexus Strategy LLC
Darrin Courtney, Gartner
Doug Fritz, F2 Strategy
Davis Janowski, wealthmanagement.com
- Are robo advisors dead?
- Where are we with the digital transformation of wealth management, both in the front office and the back office?
- Where will CX – the Client Experience technology take us? (e.g. client portals, PFMs, Account Aggregation, client onboarding/account opening, mobile apps)
- Artificial Intelligence, Machine Learning, Predictive Analytics – Where will it show up in the financial planning and investment process?
- Is Direct Indexing the next big thing?
- Cyber Security – how worried should we be?
Content recorded by wealthmanagement.com editorial team to be produced as a technology supplement to Wealth Management magazine.
141 West 54th Street, New York, NY
- Pre-event networking, cocktail reception, activities and awards presentations
- Open to program members at finalist companies and sponsors
Once virtually registered for the event please go to this link on your laptop to view our virtual stream of the 2021 WealthManagement Industry Awards: https://globalfinance.connectmeinforma.com/
- Enter your email address used during registration
- Enter the following password: WMAwards2021
Once inside the ConnectMe desktop platform, you will be asked to build your profile. Once completed you can start to use the full benefits of the streaming presentation.
Please send any questions that you may have to [email protected]
COVID-19 Protocols: For all in-person attendees to the 2021 WealthManagement Industry Awards, WealthManagement along with the New York Athletic Club and Ziegfeld Ballroom, will follow New York City mandated protocols regarding COVID-19.
New York Athletic Club (Afternoon In-person, single executive only): All guests must provide proof of vaccination before entering the NYAC for the 2021 WealthManagement.com Industry Awards. Guests without proof of vaccination will not be permitted access to the afternoon event.
Ziegfeld Ballroom (Evening in-person access): All guests must provide proof of vaccination or at least proof of a negative COVID-19 test within the past 72 hours. Guests without proof of either of these forms will not be permitted access to the evening event.