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Event Date Tue May 17 CDT (1 day ago)
In your timezone (EDT): Tue May 17 1:00am - Tue May 17 1:00am
Location Online
Region Americas

This summit will share the insights advisors need to future-proof their investments and practices, better understand the resources available to them, and learn how to identify the right technologies to save time, drive productivity, improve client interaction, and ultimately increase revenue and brings together advisors, technology firms and industry experts for a unique agenda that aims to educate advisors on how to better leverage technology, retain clients, invest for the future, build stronger portfolios, and revolutionize the future of advice.


2022 Speakers

Howard Atkinson
President and CEO, Pascal WealthTech

Michael Blicker
Business Product Manager, Croesus

Fatima Boolani
Co Head US Software Equity Research, Citi

John Cossar
Director, Field Technology Services, Manulife Securities

Grant Hicks
President, Advisor Practice Management

Anna Hilberry
Wealth Management Advisor, Portfolio Manager, National Bank Financial Wealth Management

Larry Keating
President, NPC

Jason Pereira
Partner & Senior Financial Consultant, Woodgate Financial Inc.

Jacqueline Porter
CFP, Carte Wealth Management

Ali M. Qureshi
Chief Revenue Officer & Co-Founder, SideDrawer

James Rockwood
Founder & CEO, CapIntel

Jeff Thorsteinson
Head of Practice Management, Agora Dealer Services Corp.

Sponsors & Partners

2022 Partners

• Agora
• Pascal WealthTech
• Side Drawer

• Creosus

• Mako Fintech