INVEST 2023
Empower your people with the right tech to drive growth
Financial Planning’s INVEST will help decision-makers at wealth management firms understand how new technology can improve advisor efficiency and effectiveness. Advisors will also learn how to better utilize technology to improve client interactions, investment strategies and other practice and client management skills. All INVEST attendees will leave with a clearer sense of how they can help their businesses grow.
An audience of executives and decision-makers
500+
Senior wealth management leaders
Representing Banks and Financial Advisory Firms
78%+
Decision makers
including C-suite executives, presidents and directors
An incubator for insights
Featuring engaging demos, interactive panels and insightful keynotes, INVEST is thoughtfully curated for critical conversations and powerful connections. No other conference bridges the gap between wealthtech and investment services like INVEST. From practical execution to strategic impact, you’ll explore the topics and types of discussions that are most relevant to you and your firm.
Feedback from past attendees
A great event to network with leaders in the fintech space, and to learn key hot topics in the industry.
— Sean Mulkerron
Director, Wealth Management,
J.D. Power
Always a great event to interact with the leaders in digital wealth management.
— Martin Wise
Ceo & Founder,
RelPro
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