Explore our wealth management community
Disruption has come to the role of the advisor and the firms structured around them. With all of wealth management services in flux, it's never been more important for us to dive deep into the ideas that are redefining customer expectations and the criteria for success.
For the first time ever, Financial Planning’s INVEST and INVEST West will bring the industry’s best minds together for one digital event on November 17-19, 2020. This is your destination to learn, contribute and connect as the entire community looks towards the future of wealth tech.
We deliver a direct line to the leaders, innovators, and rising stars you need to reach.