Wealth management has always been a relationship-based business with a unique operating environment. However, the digital transformation of the industry is underway, driven by a new breed of digital players and the advent of remote advising.
The opportunity cost of avoiding or deferring change is steep. Advisors have much to gain by decisively embracing digital transformation and mapping out their best path forward. The good news is that today’s advanced technologies can minimize the near-term disruption and begin delivering tangible benefits from day one. But where do you start?
David Armstrong, Editor-in-Chief of WealthManagement.com, will be joined by Steve Leivent, SVP & Co-General Manager of SS&C Advent, to lead a discussion amongst financial advisors to discuss their thoughts on digital transformation, such as:
- Leveraging advanced technology to grow
- How to address culture and leadership
- Preparing for security risks
- Enhancing the client experience
CFP, CIMA®, CPWA®, and AEP® CE Credits have been applied for and are pending approval.
SVP & Co-General Manager
David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement