FP's 2023 INVEST conference in June — what you need to know

Mark your calendars: Financial Planning’s annual INVEST conference?takes place June 12-13 at the Hilton Midtown in New York.?

Join us for INVEST 2023, Financial Planning’s hands-on wealthtech conference. Click?here for more info.

Over two days, speakers including Altruist CEO Jason Wenk, Orion chief behavioral officer Daniel Crosby, LPL Financial executive vice president of Strategy Business Lines Gary Carrai, and Mollie Colavita, the head of Practice Management at J. P. Morgan Wealth Management, will break down how decision-makers at wealth advisory firms are using technology to improve client interactions, investment strategies and other practice and client management skills.?

And that’s just the beginning.?

With a focus on hot topics like AI, compliance and prospecting, there are many speakers, including Scott Gill, the founder of Synergy RIA Compliance Solutions, CogniCor CEO Sindhu Joseph and David Chubak, head of the U.S. Business Unit at Edward Jones, that you won’t want to miss.

Read more: What to expect at INVEST 2023: The power and passion that comes with building a niche advisory practice

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