INVEST CRYPTOCURRENCY FOR ADVISORS is where the industry’s top minds will come together to decide what’s real and what’s vapor in the chaotic crypto space. From banks and wealthtech leaders to asset managers and regulators — the community will gather to demystify digital assets and separate the real opportunities from the momentary trends.
Interactive content. Actionable insights.
How can advisors speak about cryptocurrency to clients without crossing a regulatory line?
Tracking and reporting
What are the best ways to track and report clients’ digital asset holdings?
What are the latest legal and compliance updates and how should they be navigated?
An audience of influencers
Senior wealth management leaders
Representing Banks and Financial Advisory Firms
including C-suite executives, presidents and directors
Sponsors of INVEST CRYPTOCURRENCIES FOR ADVISORS enjoy exclusive networking opportunities with an elite group of high-level advisors, thought leaders and firms. Don’t miss this chance to create a lasting impact on Financial Planning’s community of key decision-makers.
Feedback from past attendees
The INVEST conference provided me a great opportunity to connect with RIAs and service providers interested in and active in the Alternative Investments space.
— Past Attendee
Financial Planning's INVEST returned in 2022 with a host of exceptional market insights and a strategy for evolving the consumer experience.
— Past Attendee
We’re looking for speakers
If you’re a digital asset expert with keen insight into the strategies or associated technology, we want to hear from you. Send us your info — we’ll be in touch if you feel like a good fit.
Organizations that support INVEST CRYPTOCURRENCY FOR ADVISORS
We host some of the community’s most successful and influential firms, organizations and tech providers.
Join us at the New York Hilton Midtown
Located in the heart of the city that never sleeps, the New York Hilton Midtown is opposite the Museum of Modern Art, five blocks from Central Park and two blocks from Radio City Music Hall. This inspiring environment is ideal for strategic discussions with thought leaders and meaningful interactions with peers.
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