Insights from The 2023 WealthStack Study

Join us for an exclusive webinar delving into the latest findings from the 2023 WealthStack Study. This comprehensive report unveils how technology is propelling the growth of wealth management firms and reshaping their strategies. Gain valuable insights into the evolving landscape of wealth management and discover key takeaways to position your firm for success in the digital era.

This webinar will explore:

•    Technology Trends Reshaping Wealth Management

•    Strategies of Innovators

•    Maximizing ROI with Technology Solutions

•    Overcoming Tech Challenges

•    Future-Proofing Your Firm

CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.

Brought to you by

Produced by

In partnership with

Shannon Rosic – Moderator

Director of WealthStack Content & Solutions

WealthManagement.com

Kristin Letourneau, PhD

Vice President, Research

Informa Engage

John Milne

Vice President, Product Management

SS&C Black Diamond® Wealth Platform

Brandon Roth

Senior Product Marketing Manager

BILL

Ben Collins

Senior Director of Industry Marketing

Sage Intacct