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Top Wealthtech Trends Shaping the Future of Advisory Services

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Join us for a conversation on the Top Wealthtech Trends Shaping the Future of Advisory Services. Our panel of industry leaders and innovators will provi...

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Top Wealthtech Trends Shaping the Future of Advisory Services

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Join us for a conversation on the Top Wealthtech Trends Shaping the Future of Advisory Services. Our panel of industry leaders and innovators will provide unique insights into trends that are revolutionizing and impacting wealth management. This session promises to offer invaluable perspectives for anyone engaged in the wealthtech space. Meet Our Expert Speakers: - Don McHenry, Director of ByAllAccounts Product Management, Morningstar Wealth Don has over 13 years of experience with ByAllAccounts, a premier wealth data network fostering dynamic, bidirectional data exchange, enhancing collaboration across the wealth ecosystem. - John O’Connell, Founder and CEO, The Oasis Group John has over three decades of leadership experience, offering expertise in technology selection and implementation for wealth management firms. He is also the author of Rise of The Activist Investor. - Imre Rokob, Senior Product Manager, Halo Investing Imre leads product development at Halo Investing, focusing on the post-trade experience in Halo's Structured Notes platform. His global experience in software projects for financial institutions positions him as a leader in investment and wealthtech. - Ted Zhang, Director of Product Management, Altruist Ted has played a crucial role in driving innovation at Altruist, with a background in financial products at ServiceTitan and Xero. His commitment to excellence in financial services continues to push boundaries in the industry. Why Attend? - Gain insights from industry thought leaders on the latest investment & wealth technology trends. - Learn how these tech trends are transforming advisory services and their potential impact on your business. - Get a sneak peek into the panel’s early predictions for 2025. Don't miss this opportunity to stay ahead in the rapidly evolving world of wealthtech. Register now and be part of the conversation to learn what’s shaping the future of advisory services.

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https://www.brighttalk.com/webcast/19063/615209

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Top Wealthtech Trends Shaping the Future of Advisory Services

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Join us for a conversation on the Top Wealthtech Trends Shaping the Future of Advisory Services. Our panel of industry leaders and innovators will provide unique insights into trends that are revolutionizing and impacting wealth management. This session promises to offer invaluable perspectives for anyone engaged in the wealthtech space. Meet Our Expert Speakers: - Don McHenry, Director of ByAllAccounts Product Management, Morningstar Wealth Don has over 13 years of experience with ByAllAccounts, a premier wealth data network fostering dynamic, bidirectional data exchange, enhancing collaboration across the wealth ecosystem. - John O’Connell, Founder and CEO, The Oasis Group John has over three decades of leadership experience, offering expertise in technology selection and implementation for wealth management firms. He is also the author of Rise of The Activist Investor. - Imre Rokob, Senior Product Manager, Halo Investing Imre leads product development at Halo Investing, focusing on the post-trade experience in Halo's Structured Notes platform. His global experience in software projects for financial institutions positions him as a leader in investment and wealthtech. - Ted Zhang, Director of Product Management, Altruist Ted has played a crucial role in driving innovation at Altruist, with a background in financial products at ServiceTitan and Xero. His commitment to excellence in financial services continues to push boundaries in the industry. Why Attend? - Gain insights from industry thought leaders on the latest investment & wealth technology trends. - Learn how these tech trends are transforming advisory services and their potential impact on your business. - Get a sneak peek into the panel’s early predictions for 2025. Don't miss this opportunity to stay ahead in the rapidly evolving world of wealthtech. Register now and be part of the conversation to learn what’s shaping the future of advisory services.

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BrightTALK

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