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

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 May 31 EDT - Fri Jun 3 EDT (in 4 months)
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.