Fintech Virtual Summit 2021 | InvestmentNews | 23 March 2021 | Virtual
Venue
What is Qwoted?
Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.
| Event Date | Tue Mar 23 EDT (over 3 years ago) |
| Location | Virtual |
| Region | All |
Details
The pandemic and its ongoing after-effects have put enormous pressure on financial advisory firms to accelerate their technological capabilities. Having the right tech stack at your disposal will continue to be the keys to success and enable business owners to innovate and fast track their strategies.
InvestmentNews’ Fintech Virtual Summit will address a gap in the market by translating financial technology solutions into the vernacular and showcasing each technology in a way that is relatable for financial advisers.
Fintech Virtual Summit will serve as the forum for advisers and fintech providers to meet, ideate and connect the dots between industry problems and fintech solutions.
Who Should Attend?
Fintech Virtual Summit is designed for RIAs and for future-minded advisers looking to connect with their peers and to evaluate the latest technology innovations for the financial advice industry.
Speakers
2021 Speakers
Sean Allocca
Deputy Managing Editor, InvestmentNews
Andrew Altfest, CFP®, MBA
President, Altfest Personal Wealth Management
Nicole Casperson
Fintech Reporter, InvestmentNews
Kianga Daverington
Managing Partner & Chief Investment Officer, Acre of America Partners LP
Lule Demmissie
President, Ally Invest
Kyle Hiatt
EVP, Orion Advisor Solutions
George Moriarty
Chief Content Officer, InvestmentNews
Tyrone Ross
CEO, Onramp Invest
Melissa Rother
Industry Principal, Financial Services, RIngCentral
April Rudin
Founder and President, The Rudin Group
David Snider
Founder & CEO, Harness Wealth
Sponsors & Partners
2021 Sponsors
PREMIER SPONSORS:
• Orion
• RingCentral
DEMO SPONSOR:
• Navi Plan