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

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Shannon Rosic – Moderator

Director of WealthStack Content & Solutions



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



Ben Collins

Senior Director of Industry Marketing

Sage Intacct



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