What is next in the service of advisors, customers, and enterprise wealth firms?


Location: Fairmont  Scottsdale Princess Gold, Scottsdale, AZ

Typical Attendees: Advisor Platform and Technology Strategy Leaders


Our Innovators Roundtable is our annual deep dive into collaborating on exploring and projecting the the leading and bleeding edge of technology. This roundtable is dedicated to exploring next generation ideas and technologies, and how they can impact advisors in their quest to differentiate themselves, along with help streamline back-office and regulatory demands. We weave together case studies, community questions, breakout sessions, and partner thought leadership. Beyond, we bring our groups together for a family type experience that results is rich dialogue and deep long-term friendships. 


This year, initial thinking is that we will explore:

  • The Advisor Platform: A constantly changing concept - how is it being effectively used to differentiate advisors and their wealth firms? 
  • The expanding swath called product: How are firms supporting wider demands? How are firms weaving product category centric engines together to support advisor demand?  
  • Artificial Intelligence: What is it relative to Wealth Management? How does it fit into serving customers better? 
  • The technology model: A lot of moving parts - how do you put it all together? Is it chasing a rainbow? 
  • The Wish List