Discover innovation that empowers
Financial Planning’s INVEST will help decision makers in the wealth management community 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.
Top Reasons to Attend
Here’s why INVEST is the destination for wealth management leaders:
Introducing this year's keynote speakers
Chief Behavioral Officer
Get a sneak peek inside INVEST
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.
An audience of executives and decision-makers
Senior wealth management leaders
Representing Banks and Financial Advisory Firms
including C-suite executives, presidents and directors
2023 Media Partners
Partners of INVEST receive exclusive benefits, including discounts for their members, access to speaking opportunities, digital promotions, networking with attendees, and much more. Don't miss the opportunity to join Financial Planning's community of key decision-makers, thought leaders, and high-level advisors.
Feedback from past attendees
THE INVEST conference provided me with a great opportunity to connect with RIAs and service providers interested in and active in the Alternative Investments space.
— Reginald Tucker
There were quite a few insightful nuggets of wisdom that I took from the presentations.
— Iraklis Kourtidis
Co-founder & CEO,
Rowboat Advisors, Inc.
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