Investment News Future of Financial Advice 2019 | Investment News | 20 November 2019 | Convene, 237 Park Ave, New York, NY 10017, USA

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 will deconstruct wealth management, examining nine different elements critical to improving client outcomes and improving adviser effectiveness. Join us 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

2019 Speakers

Bill Crager
CEO, Envestnet Wealth Solutions

Mike Durbin
President of Fidelity Institutional, Fidelity Investments

Dev Ganguly
SVP, Chief Information Officer, Jackson National Life Insurance Company

Steve Gresham
Principal, The Gresham Company, LLC

Lori Hardwick
Chairman & Board Member, Riskalyze

Kim Mackrill
Creative Director, Carson Group

Cheryl Nash
President, Investment Services, Fiserv

Robert Pettman
Executive Vice President Product and Platform Management, Investor and Investment Solutions

Andy Saperstein
Managing Director and Head of Morgan Stanley Wealth Management

Jack Sharry
EVP, Strategic Partnerships, LifeYield

Christina Townsend
Director and Head of Platform Strategy for Advisor Solutions at BNY Mellon, Pershing

Matt Wilson
Head of E*TRADE Advisor Services

John Yackel
Head of Strategic Initiatives for Envestnet

Amy Young
Global Digital Advisor

2019 Sponsors

PREMIER:
• EXTRADE Financial Corporation
• Envestnet
• Fiserv
• LifeYield LLC
• Pershing

SUPPORTING:
• Carson Group
• LPL Financial