INVEST Cryptocurrency for Advisors
We are now offering this conference as a complimentary virtual event!
Become the modern advisor clients need
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 cryptocurrency and separate the real opportunities from the momentary trends. Register for the virtual event — at no cost.
A message from Financial Planning's Wealthtech Reporter, Justin L. Mack
In the wake of the FTX collapse and a rollercoaster year for crypto, it's more important than ever for the wealth management sector to come together to find a way forward.
Learn the latest developments on:
Government Regulation
What are the latest developments regarding US Government's cryptocurrency regulation initiatives?
Practice Management
What changes need to be made to workflows and supporting technologies to optimize your cryptocurrency practice?
Navigating compliance
How can advisors speak about cryptocurrency to clients without crossing a regulatory line?
An audience of influencers
Senior wealth management leaders
Representing Banks and Financial Advisory Firms
Decision makers
including C-suite executives, presidents and directors
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