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WealthManagement EDGE
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Davis Janowski
Senior Technology Editor at WealthManagement.com

Profile

Davis oversees WealthManagement.com’s technology coverage as a senior editor and contributes stories and columns. He has served as an industry analyst with Forrester Research, worked for startups FeeX and Wealthfront and spent six years covering advisory technology for Investment News starting in 2007. Prior to this he served in various editorial roles with the consumer tech publication PC Magazine. Over the years he has spoken at numerous industry conferences, and his work has also appeared in The New York Times, Financial Planning, RIABiz, numerous blogs and several books including Technology Tools for Today’s High Margin Practice. When not writing or editing he is a paddling guide and instructor with Manhattan Kayak Company and volunteers with several marine environmental groups including The Billion Oyster Project.

Agenda Sessions

  • Technology Drivers of Next Gen Investing

    3:00pm
  • WealthStack Visionary: The End Of Generic Investing-Growing Your Business For The Clients You Serve With The Help Of Technology

    4:25pm
  • Scale and Sophistication: Technology to Deliver Customized Wealth Management, Elevated Client Experiences

    11:35am

Speakers at this event