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Countdown to the Event:

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September 9, 2021
New York Athletic Club | Ziegfeld BallroomNew York

Wealthies Digital Forum

Paneled by leading executives at award finalist and winner companies who explore the current state and future direction of trending topics and issues. Attendance is open to our engaged audience of 441,000 wealth management professionals.

The 2020 Digital Forums program included 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.


January 20, 2021                 Practice Management

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

2020 Digital Forums:

December 15, 2020             Wealth Planning Forum: 2021 Planning Strategies

November 17, 2020             Asset Management  

October 21, 2020                 Marketing

September 24, 2020             Technology   



Digital forum schedule