Paneled by leading executives at award finalist and winner companies who will explore the current state and future direction of advisor technology. Attendance is open to our engaged audience of 435,000 wealth management professionals.

Last years 2020 Technology Digital Forum was a kickoff to a broader Digitals Forum program that will include 10 events from September 2020 through July 2021—examining trends in technology, asset management, practice management and marketing.  See the upcoming schedule as well as on-demand features below.

Contact your Business Development Manager for more information about Wealthies Digital Forum panelist speaker opportunities.

2020/2021 DIGITAL FORUM SCHEDULE

February 24, 2021               Technology

March 24, 2021                   Marketing

April 21, 2021                      Asset Management          

May 19, 2021                       Practice Management   

June 23, 2021                     Technology       

July 21, 2021                       Marketing

On Demand Forums - now available:

January 20, 2021                 Practice Management

December 15, 2020             Wealth Planning Forum: 2021 Planning Strategies

November 17, 2020             Asset Management  

October 21, 2020                 Marketing

September 24, 2020             Technology