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Events for Advisors

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Digital Transformation in Wealth Management

February 7 - February 9

Innovating, adapting and integrating digital trends in wealth management to ensure a competitive advantage.

This GFMI conference will explore the methods to fostering a culture of innovation and profitability with the use of new digital trends in wealth management. Industry experts will analyze the integration of robo-advice with traditional advisors. Case studies will explore how technology can help financial advisors tap into new markets and appeal to more millennial clients. By facilitating discussion between innovators and industry experts this conference will assess best practices for creating and integrating roboadvisors. Going further, this conference will explore how robo-advisors can be used to instill brand loyalty in a younger client base. Most importantly, this conference will provide answers to practical issues of whether it is best to build or buy robo-advisors and what the future holds for the wealth management industry.