ABA Wealth Management and Trust Conference 2021 | American Bankers Association (ABA) | 24 February 2021 | Virtual Event
Venue
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| Event Date | Wed Feb 24 EST - Thu Feb 25 EST (almost 4 years ago) |
| Location | Virtual Event |
| Region | All |
Details
Forward Now – The Accelerated Future of Wealth
From the Great Wealth Transfer and diversifying client pool, to new risks, relationship models and technologies—advisors are facing accelerated change. Add the tumult of 2020, and the pace and gravity of change is even greater. At ABA’s virtual conference for advisors, we’ll put these and all issues shaping the fiduciary practice into focus. Join us and gain the knowledge required to excel and propel—now.
Speakers
2021 Speakers
Fabrice Braunrot
Retired Vice Chairman, J.P. Morgan
Joseph F. Coughlin, PhD
Director, MIT AgeLab
Gregory Davis, CFA®
Managing Director and Chief Investment Officer, Vanguard
John Diehl, CFP®, CLU®
Senior Vice President, Applied Insights, Hartford Funds
Laura Gregg
Senior Vice President, Director of Practice Management and Advisor Research, Northern Trust Asset Management
Cam Marston
President and Owner, Generational Insights
Bruce Mehlman
Founder, Mehlman Castagnetti Rosen & Thomas
Michael G. Robinson, CFP®
Executive Vice President, Director of Wealth Management, Huntington Bank
Sponsors & Partners
2021 Sponsors and Partners
SPONSORS:
• Bank of America Private Wealth Management
• Broadridge
• Cohen and Steers
• CUSIP Global Services
• Delta Data
• Dimensional Fund Advisors
• Envestnet
• Farmers National Company
• Federated Hermes, Inc.
• Fidelity Investments
• Hartford Funds
• IntraFi Network
• InvestEdge
• Proxytrust
• Refinitiv
• SS&C Technologies Incorporated
• Total Bank Solutions
• T. Rowe Price Investment Management
• Vanguard
• Workday Inc.
MEDIA PARTNERS
• Wealth Advisor
• Family Wealth Watch