WP ADVISOR CONNECT: TECHNOLOGY – REDEFINING THE FUTURE OF ADVICE

July 28, 2020

Technology has become imperative in the ‘new norm’ and its impact its forever accelerating. Staying ahead is vital for Advisors to help them devise investment plans, save time, drive productivity, improve client interaction and ultimately increase revenue. Ignoring it is not an option.

WP’s Advisor Connect brings together advisors, technology firms and experts for a unique agenda that delivers a comprehensive view on how technology will redefine the future of advice. Join us as we tackle the influence of fintech on the advisory industry, technology platforms and software that have withstood the pandemic and how incorporating technology is a must to accelerate your business.

FEATURED SPEAKERS
Larry Swedroe Chief Research Officer Buckingham Wealth Partners	Jason Pereira Partner, Senior Financial Planner & Portfolio Manager Woodgate Financial	Robert A. Di Iorio Vice President & Portfolio Manager RBC Wealth Management	Petia Tchouk Senior Manager, Partnership Development Fintech MaRS Discovery District

Caitlin Ebanks Vice President ETFs BlackRock	Gillian Kunza CCO & Head of Business Integrity Aligned Capital Partners	Wendy Rudd CRTA	Lori Weir CEO & Co-Founder Four Eyes Financial

SPONSORS

MEDIA PARTNERS

Uniting advisors with education, resources, technology and practice management tools, while tackling the issues that matter most!

The ‘new normal’ has changed life as we know it.  It’s impact on the financial market stimulated market volatility, economic uncertainty and talks of a recession. It’s effect on portfolios has left advisors with more questions then answers and the ability to keep up has become increasingly difficult.  Advisors need to keep up.  But doing so is complicated. WP’s Advisor Connect comes at the perfect time, uniting advisors with the knowledge they need to understand the markets (risks/opportunities), resources and technology available to them, to ensure they’re future-proofing their business, retaining clients and investing for tomorrow!

THIS ISN'T A WEBINAR. THIS ISN'T A LIVESTREAM. THIS IS A UNIQUE VIRTUAL EVENT.

• Engage and network with industry experts and peers
• Start meaningful conversation on investment strategies that matter to your clients
• Visit virtual booths and get the latest on product launches
• Arrange one-on-one chats
• Make powerful connections in a timely and exciting way
  

Register now to experience the networking, learning, excitement and interaction of a real-world conference – wherever you are. 
Take a virtual tour and learn how Advisor Connect can bring the industry together.  

Advisor rate - Complimentary
Subject to approval for: investment advisors, discretionary portfolio managers, financial planners, financial advisors etc.

Industry professional ticket - $499
Subject to approval for: service providers, wholesalers, fund issuers & marketers, investment fund managers & other professionals in the wealth management industry in a non-advisor role

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