What to expect in the return of the INVEST wealthtech conference in person

As innovation in the financial services industry continues to transform the business, the need grows to keep pace with the speed of technology to avoid being cut by the bleeding edge.

Knowing what’s new and what’s next in wealthtech comes to mind because of the combination of a global pandemic, increasingly sophisticated technology and a new crop of clients who expect nothing less than a seamless digital experience changes in the game.

But with so many conflicting guidelines surrounding topics like crypto, ESG and AI, cutting down on noise and getting to the heart of what matters most can be difficult for both veteran advisors and those just starting out in their careers.

but Financial Planning is excited for next week’s personal return INVEST wealthtech conference series.

The latest developments in wealthtech, cryptocurrency education, holistic planning, sustainability and more will pop up as hundreds of senior wealth management leaders and decision makers from across the industry travel to the two-day conference at the New York Hilton Midtown.

This year’s event will feature more than 40 sessions and 80 speakers discussing the hottest topics in wealthtech. With demos, interactive panels and keynotes on industry impact makers, INVEST is curated for powerful networking and meaningful discussions. Here the wealthtech community connects and collaborates to address the latest tech and the industry’s most pressing issues with a level of interactivity you won’t find anywhere else.

Join fellow industry leaders and discover the most innovative technology and wealth management strategies that will help your company break away from the group. Register now.

Here is a preview of some of the ones we planned:


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