Wealth Management and Capital Markets Forum
03
Oct
-
03
Oct
2023
When
New York

USA
Where

The securities and investments industry seems to be struck by an insatiable demand for MORE. Clients want new products, access to private markets, and new tools and solutions. Employees want better products, tools, and support for remote and hybrid environments. Regulators want more data, more quickly, in easily manipulated digital formats.

Register now to join executives from leading financial institutions, Aite-Novarica Group’s Wealth Management and Capital Markets advisors, and other Securities & Investments industry experts as they explore the client and regulator in the context of the new products and digital capabilities firms are deploying to offer a more holistic solution.

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In-Person

Speakers and Delegates
Industry Experts and Thought Leaders

Senior Vice President, Head of Instiutional Product and Head of ETFs
Head of Platform
Head of Client Relationships - CES
Head of Advice & Planning
Senior Vice President - Wealth Planning, Global Wealth Solutions
Strategic Client Experience
Goldman Sachs Asset Management
VP | Head of Advisor Technology and Reporting

Sponsors and Exhibitors
Brand, Media and Promotional Partners

Accenture

Accenture is a global professional services company with leading capabilities in digital, cloud and security.

Broadridge

Broadridge, a global fintech leader with over $9 billion in market capitalization, helps clients get ahead of today’s challenges to capitalize on what’s next with communications, technology and data and analytics solutions that help transform their b

TIFIN Wealth

At TIFIN Wealth, we develop technologies that are easy-to-use on the front-end and smart on the back-end through a combination of AI and investment intelligence to drive personalization at scale.

Organizer

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