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Event Date | Thu May 21 EDT (over 4 years ago) |
Location | Virtual Event |
Region | Americas |
Digital Wealth 2020 - What is Digital Wealth? Digital Wealth is the only forum gathering wealth and asset managers to discuss digital transformation and emerging technologies that help better serve your high net worth clients. Learn how the most innovative asset and wealth management firms tackle digital transformation. With in-depth presentations, interactive sessions, and tons of networking, you’ll not only learn from digital innovators, but make valuable new connections along the way.
Who is this event for?
Digital Wealth is for senior-level wealth or asset management executives focused on digital transformation and innovation at their organizations. These executives are SVP/VP/Head of Product, Distribution, Digital, and Operations, and come from wealth management companies, asset management companies, robo-advisors, and RIAs.
About WBR
Worldwide Business Research (WBR), the organizer of the Future Digital Finance portfolio, is a full service conference production company - our core area of expertise. Other event companies also have publications, online portals, and sometimes outsource their conferences; we ensure that what you get from us is coming directly from us. From concept to delivery, we put together everything that comes with running the event – not many companies can claim this.
At Digital Wealth, whether it's an interactive roundtable discussion, case study presentation, panel, or one-on-one Q&A's, you'll have the chance to get the solutions you’re looking for. You will receive targeted, niche learning opportunities throughout the conference.
We are unique
The Networking: Digital Wealth provides you with as many new connections as possible. Through fun and interactive networking you will expand your community with the right people to help your company and develop your career.
The Content: This is what sets Digital Wealth apart from our competitors. We spend six months researching and developing the program. Content is guided by this research, as well as our Wealth and Asset Management Advisory Board, to ensure the conference reflects the latest trends and hottest topics in the industry. If you have a pain point, we have you covered.
Customer Service: Our onsite staff is knowledgeable about the event and the industry. They know what you need and where you can get it, because Digital Wealth organizers are the event staff. We don't hire temps and part timers to run the show, because the event is our business and delivering a great experience for you is imperative.
If you are interested in quality interactions, content that is specific to your business needs and networking with your peers, attending the Fixed Income Leaders Emerging Markets Summit is the best investment you can make - guaranteed.
Digital Wealth is a two-day forum of action-packed takeaways, detailed use-cases and networking with the top minds in wealth and asset management. This is THE meeting place to benchmark against the best of the best in wealth management digital transformation. You will explore how the most innovative wealth management firms, broker dealers, RIAs, robos and more use emerging technologies to help better serve high net worth and retail clients.
Rethink, retool and reimagine your digital assets to overcome your most pressing challenges and succeed in today’s market.
2020 Speakers
Silvio Stroescu
President, BMO InvestorLine
Elizabeth Kelly
SVP of Growth, United Income from Capital One
Scott Blandford
Executive Vice President, Chief Digital Officer, TIAA
Andrew Altfest
President and Principal Advisor, Altfest Wealth Management
Ilan Davidovici
Client Experience Leader, Edward Jones
Scott Blandford
Executive Vice President, Chief Digital Officer, TIAA
2020 Sponsors
• ALLIANCE BERNSTEIN
• Altfest
• American Cantury Invetment
• BEOWN BROTHERS HARRIMAN
• CHALICE
• charles SCHWAB
• City
• Deutsche Bank
• ELLEVEST
• EXTRADE
• FERGUSON WELLMAN CAPITAL MANAGEMENT
• Fidelity INVESTMENT
• Folio Investing
• FRANKLIN TEMPLETON INVESTMENT
• JPMORGAN CHASE & CO.
• LEGG MASON
• LPL Financial
• mastercard
• NORTHERN TRUST
• Northwestern Mutual
• nuveen
• OppenheimerFunds
• PRIVATE ADVISOR GROUP
• RBC Wealth Management
• STATE STREET
• SUNTRUST
• TD Ameritrade
• TITAN
• TRANSAMERICA
• T.Rowe Price
• usbank
• Vanguard
• VOYA
• Wahed
• WELLS FARGO
• WILMINGTON TRUST