The mission of the inaugural Wealth Management Technology & Cybersecurity Summit is to bring together the Wealth Management community to learn first-hand from industry leaders and influencers for an inspiring day of knowledge sharing, collaboration and networking. Every wealth management firm has a strong directive to make technology and security a core competency of their firm, yet most are having a hard time getting access to the information they need to make truly educated decisions. We invite you to join us!
Millenials' Tech Dependence
The finance community is actively courting the millennial generation both as investors and as advisors, but with the average wealth advisor well above 50 years of age – how are they able to understand the next generation from communication channels to wealth management priorities?
• The types of technology resonating with younger investors and advisors vs. other age groups
• What are Millennials' expectations of technology and how does this impact the RIA business model
• Embracing the communication shift and incorporating social media