The world of financial advice is changing, with two major disruptive forces driving the industry transformation:

Consolidation frenzy

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:

  • Neesha Hathi, Schwab’s EVP and Chief Digital Officer, sheds light on what TD / Schwab merger means for the advisers they serve.
  • How does a superpower created by the consolidation of Empower, Personal Capital, and MassMutual Retirement Plan Business affect advisers in the future?    
  • Our two power panels will address the future of adviser tech stacks and infrastructure, and how to build, buy, and recruit toward a better client experience.
  • Prof. Joseph Coughlin, Director of the Massachusetts Institute of Technology AgeLab will use his research from many industries that have already experienced consolidation and disruption and explain how advisers can adapt their practices in the future to adapt to changing consumer expectations.



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