WealthStack 2024 | Informa Connect | 12 May 2024 | The Diplomat Beach Resort, 3555 S Ocean Dr, Hollywood, FL 33019, USA
Venue
The Diplomat Beach Resort
The Diplomat Beach Resort, 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 |
Mon May 13 ADT - Thu May 16 ADT (7 months ago)
In your timezone (EST): Sun May 12 11:00pm - Wed May 15 11:00pm |
| Location |
The Diplomat Beach Resort
3555 S Ocean Dr, Hollywood, FL 33019, USA |
| Region | Americas |
Details
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
Speakers
2024 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
Sponsors & Partners
2024 Sponsors
CHARTER SPONSORS:
• Allianz Life Insurance Company of North • America
• LPL Financial
• BNY Mellon/Pershing
• Goldman Sachs
PLATINUM SPONSOR:
• Nitrogen
GOLD SPONSORS:
• Fidelity
• SS&C
• Summit Wealth Systems
• Investcloud
BRONZE SPONSORS:
• Chaikin Advisory Solutions
• Laserfiche
• Canoe Intelligence
SILVER SPONSOR:
• Apex Advisor Solutions
DEMO SPONSOR:
• AdvisorEngine
• Smarsh
• Capintel
• Trust & Will
• Addepar
• Nebo by GMO
KIOSK SPONSORS:
• VRGL
• IMTC
• Advyzon
• BridgeFT
• Halo Investing
• Wealthtender
• Boosted.a.i.
• On-Chain Index
• YCharts
• CRSP
LAUNCHPAD LABS SPONSORS:
• Bento Engine
• FP Alpha
• SIFA AI
• Sora Finance
• Finology
• Presults
• Responsive AI
• Fabric
• Koyfin
• Income Lab
OFFICIAL EVENT PARTNER:
• WealthManagement.com
DATA PARTNER:
• IGM
• Zephyr
STRATEGIC PARTNERSHIP:
• The Oasis Group