Wealth and asset managers, fintech providers, insurance and annuity companies, and private equity firms have been busy combining their resources. Their consolidated capabilities unlock efficiencies of scale and provide tech-enabled guidance on ways to improve financial outcomes for you and your clients and prospects.
Advancement of a digital-advice world
Greatly accelerated by the pandemic, technology has erased the biggest competitive advantage – geography, and greatly improved advisers’ ability to better serve clients as well as recruit new talent – anywhere.
As an independent adviser, how do you differentiate your practice to successfully compete in this new rapidly changing normal? To survive – and thrive - advisers will need to re-evaluate and re-imagine their processes, their value proposition, their portfolio of services, their client base and ultimately their infrastructure.
Are you prepared?
InvestmentNews Future of Financial Advice (No-Travel) Summit, November 18, 2020, is designed to help you identify key trends in this disruption and help you prepare for the future.
Over the course of four hours, industry luminaries will look at the future of advice from different angles:
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.