It may be a bear market, but the demand and need for financial advice has never been greater. The industry continues to build and design tech solutions around productivity and efficiency, but the questions have never been bigger, and the stakes have never been higher. The wealthtech revolution is now.
The future of wealth management is digital and cutting-edge technology is powering a new generation of growth-minded advisors. This exciting era of modern technology is enabling a better wealth management experience, that’s more client centric, more transparent, more cost effective, more personalized and generally easier for a broader client base to access.
Technology-led democratization of financial advice is increasingly opening up new opportunities, and WealthStack brings together over 2000+ leading advisors, technology decision-makers, and the most influential advisory firms and wealthtech leaders that are staying ahead of the curve. Hear from top RIAs and wealthtech influencers as they discuss and dissect how to successfully leverage tech to optimize operations, provide a seamless client experience, and ultimately grow their firms.