WealthStack 2022 | Informa Connect | 31 May 2022 | The Diplomat Beach Resort Hollywood, Curio Collection by Hilton, 3555 S Ocean Dr, Hollywood, FL 33019, USA
Venue
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton, 3555 S Ocean Dr, Hollywood, FL 33019, USA
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| Event Date | Tue May 31 EDT - Fri Jun 3 EDT (over 2 years ago) |
| Location |
The Diplomat Beach Resort Hollywood, Curio Collection by Hilton
3555 S Ocean Dr, Hollywood, FL 33019, USA |
| Region | Americas |
Details
Dissect the most advanced WealthTech developments. Engage with innovators and influencers. Prepare for the future.
Interact with our expert speakers as they debate the hot button issues and examine the newest technology and mega-trends including:
• The role of tech in unlocking new growth opportunities for your firm
• Leveraging digital to improve productivity, workflows and operations
• Unlocking new opportunities to engage with clients and prospects
• Reinventing the client experience through technology
Experience emerging and new developments with established tech solutions first-hand
WealthStack and EDGE will be the home of a new “Innovation Station”, featuring the industry’s most influential WealthTech representatives, research companies and data providers.
Join WealthStack’s unique community
Meet and connect with future-minded financial advisors, RIAs, broker dealers, asset managers, investment banks, asset servicing, tech vendors, & more!
Speakers
2022 Speakers
Eli Manning
Two-Time Super Bowl-Winning Quarterback & Two-Time Super Bowl MVP, Former New York Giant
Archie Manning
Former NFL Pro Quarterback, Former New Orleans Saint and Houston Oiler
Michael Kitces
Chief Financial Planning Nerd, Kitces.com
Ric Edelman
Founder, Digital Assets Council of Financial Professionals
Ron Bullis
CEO, Lifeworks Advisors
Joe Duran
Co Head of Goldman Sachs Personal Financial Management, Goldman Sachs
Bob Oros
CEO, Hightower
Shannon Spotswood
President, RFG Advisory
Mark Bruno
Managing Director, Wealth Management, Informa Connect
Jamie Hopkins
Managing Partner, Carson Group
Davis Janowski
Senior Technology Editor, WealthManagement.com
Julie Littlechild
Founder, Absolute Engagement
Jud Mackrill
CEO & Cofounder, Milemarker
Rianka R. Dorsainvil
Co-CEO, 2050 Wealth Partners
Robert Schein
Managing Director, Partner & CIO, HighTower / Blanke Schein Wealth Management
Kristen Schmidt
Founder and President, RIA Oasis
Gavin Spitzner
President, Wealth Consulting Partners
William Trout
Director of Wealth Management, Javelin Strategy & Research
Sponsors & Partners
2022 Sponsors
CHARTER SPONSOR:
• Allianz Life Financial Services
PLATINUM SPONSOR:
• NaviPlan by InvestCloud
DIAMOND SPONSOR:
• Envestnet
GOLD SPONSORS:
• Orion
• Riskalyze
SILVER SPONSOR:
• Hightower
INDUSTRY SPONSORS:
• GeoWealth
• Eaglebrook
• FeeX
• Morningstar, Inc.
• SS&C Salentica
• FIX Flyer, LLC
• Advent
• Practifi
KIOSK SPONSORS:
• YCharts
• Halo Investing Inc.