Wealthies Digital Forum
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
April 21, 2021 Asset Management
May 19, 2021 Practice Management
On Demand Forums - now available:
January 20, 2021 Practice Management
December 15, 2020 Wealth Planning Forum: 2021 Planning Strategies
November 17, 2020 Asset Management

Digital forum schedule
