Wealth Stack 2024 | Informa | 12 May 2024 | The Diplomat Beach Resort Hollywood, 3555 S Ocean Dr, Hollywood, FL 33019, USA

The most innovative technology conference for financial advisors, rias and broker-dealer technology decision makers. Dissect the most advanced developments in wealthtech and prepare yourself for the future. Not only will the most innovative and influential minds guide you through the latest techstack opportunities available on the market right now, but help shift the lens to the future so you can position your firm to make the most of what's down the road. Brings together the leading advisors, broker dealers and asset owners who have successfully leveraged tech to optimize their operations, provide a higher quality client experience and ultimately grow their firm to share their stories and insight on how you can do the same.

Why you should attend:
• How technology purchasing saves costs in the long run
• The intersection of personalization and automation
• How aggregators can collect client specific information to help advisors direct portfolio strategy
• How CTOs can be equipped to make specific purchases an effective tool for the organization

2023 Speakers

Jamal Mashburn
Business Owner, Former NBA All-Star, Allstar

Brian Portnoy
Founder, Shaping Wealth

Sallie Krawcheck
CEO and Co-Founder, Ellevest

Shirl Penney
Founder, Dynasty Financial Partners

Michael Kitces
Chief Financial Planning Nerd, Kitces.com

Tom Ricketts
Executive Chairman, Chicago Cubs & Chairman at InspereX

Vance Barse
Wealth Strategist and Founder, Your Dedicated Fiduciary

Dana Wilson
CEO, CHIP