Executive Briefing 4: Innovations In Financial Planning Are Reshaping The Wealth Management Landscape: How To Leverage WealthTech To Grow Your Business (Limited to 30 attendees; operating on a first come, first served basis)

FinovateFall 2024 · 10 September 2024 · 12:05–12:50

Executive Briefing 4: Innovations In Financial Planning Are Reshaping The Wealth Management Landscape: How To Leverage WealthTech To Grow Your Business (Limited to 30 attendees; operating on a first come, first served basis) was a session at FinovateFall 2024 on 10 September 2024 in New York, with 5 speakers on record.

Speakers

• Brett Martin — Panelist Co-Founder & CEO, Fonzi AI
• Robin Weiss — Panelist Fidelity Investments
• Jeremy Epstein — Panelist Founder & CEO, Mayflower Specialty
• Vanessa Kargenian — Panelist Director of Research, Fidelity Center for Applied Technology (FCAT), Fidelity Investments
• Thomas Caruso — Panelist Executive Director, Morgan Stanley