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Merging digital and human advice to better serve your clients



The Future of Financial Advice

A conference for innovative leaders, executives and change-makers from the industry’s top RIAs, custodians, national brokerage firms and independent broker-dealers invested in redefining wealth management’s move from discrete products and tools to comprehensive, digitally-enhanced advice within an ecosystem of scale and an emphasis on the client experience.

Together, we will deconstruct wealth management, examining nine different elements critical to improving client outcomes and improving adviser effectiveness. Join InvestmentNews and be part of the discussions that include:

  • Creating cost-smart, risk-smart, tax-smart household management platforms
  • Mainstreaming healthcare
  • Defining the role of digital service both individually and in a comprehensive offering that clients can understand
Financial Adviser Early Bird Pricing (through October 18, 2019) - $199 *limited availability
Financial Adviser Regular Pricing (after October 18, 2019) - $299 *limited availability
Non-Adviser / Industry Professional Early Bird Pricing (through October 18, 2019) - $599
Non-Adviser / Industry Professional Regular Pricing (after October 18, 2019) - $699

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Event Location


237 Park Avenue

New York, NY 10017

Tel: (888) 730-7307

Recommended Lodging

InterContinental New York Barclays

111 East 48th Street

New York, NY 10017

Tel: (212) 755-5900

Grand Hyatt New York

109 E. 42nd Street

New York, NY 10017

Tel: (212) 883-1234

The Palace

455 Madison Avenue at 50th Street

New York, NY 10022

Tel: (212) 888-7000

Click here for more information on parking and directions.

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