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Revolutionizing Wealth Management: Insights from The 2023 WealthStack Study

Available On Demand

Join us for an exclusive webinar delving into the latest findings from the 2023 WealthStack Study. This comprehensive report unveils how technology is propelling the growth of wealth management firms and reshaping their strategies. Gain valuable insights into the evolving landscape of wealth management and discover key takeaways to position your firm for success in the digital era.

This webinar will explore:
•    Technology Trends Reshaping Wealth Management
•    Strategies of Innovators
•    Maximizing ROI with Technology Solutions
•    Overcoming Tech Challenges
•    Future-Proofing Your Firm

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Brought to you by



Produced by



In partnership with

BD_Bill_Sage_logo copy.jpg

Shannon Rosic - Moderator
Director of WealthStack Content & Solutions


Kristin Letourneau, PhD
Vice President, Research
Informa Engage


John Milne
Vice President, Product Management
SS&C Advent


Brandon Roth
Senior Product Marketing Manager


Ben Collins
Senior Director of Industry Marketing
Sage Intacct


TAGS: Resources