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The pandemic and its ongoing after-effects have put enormous pressure on financial advisory firms to accelerate their technological capabilities. Having the right tech stack at your disposal will continue to be the keys to success and enable business owners to innovate and fast track their strategies.

InvestmentNews’ Fintech Virtual Summit will address a gap in the market by translating financial technology solutions into the vernacular and showcasing each technology in a way that is relatable for financial advisers.

Fintech Virtual Summit will serve as the forum for advisers and fintech providers to meet, ideate and connect the dots between industry problems and fintech solutions.

WHO SHOULD ATTEND

Fintech Virtual Summit is designed for RIAs and for future-minded advisers looking to connect with their peers and to evaluate the latest technology innovations for the financial advice industry.

ON THE AGENDA

With a continued focus on presenting diverse thoughts at our events and in our stories, InvestmentNews is excited to announce that Dani Fava, Envestnet’s head of strategic development, will be joining the Fintech Virtual Summit for a fireside chat on Oct. 15.

WHAT YOU'LL LEARN

Creating the ultimate client experience

How do you deliver personalized advice in the digital age?

Creating the ideal digital marketing path

How to acquire customers in the new digital age? How to integrate digital marketing to create a seamless campaign?

Building the future back office

How to create adviser backoffice efficiencies?

IN THE NEWS

Expanding access to ESG investing

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Expanding access to ESG investing

How tech tools are expanding access to ESG investing

Experts from Charles Schwab, Merrill Lynch and Fidelity address how advisers can use digital tools to increase investor engagement

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The race for small-business 401(k)s

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The race for small-business 401(k)s

More companies are pursuing small businesses for 401(k) plans, with technology enabling an abundance of new services.

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Meet LPL’s latest adviser tech tool

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Meet LPL’s latest adviser tech tool

Meet LPL’s latest adviser tech tool — Meeting Manager

The technology, which is integrated into the ClientWorks platform, was developed to reduce time spent preparing for client meetings.

LEARN MORE

Visit investmentnews.com for the latest stories.

InvestmentNews is the trusted resource for financial advisers. Our multi-platform approach consists of quality content, data and information, served to advisers across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets.* Our technology-led platforms and intelligence, coupled with our reader engagement, has allowed us to provide extensive coverage and analysis of important topics in the financial advisory industry, ultimately providing our audience with content that enables them to do their jobs better.

*Source: Advantage, Google Analytics, Microsoft Dynamics, Cvent, LSC PagePro, LinkedIn, Twitter, Facebook, July 2020.