March 28-29, 2019 | Miami
Noreen Beaman, Chief Executive Officer, Brinker Capital
Troy Thornton, Managing Director, Head of U.S. Retail Distribution, Goldman Sachs
This year’s theme, The Change Imperative: Agility and Innovation in an Evolving Landscape, underscores the rapid pace of change in today’s investment advisory and wealth management arenas. None of the topics will surprise you – they are the issues that distribution and marketing executives deal with every day. So what’s different? The urgent imperative to re-engineer the client and advisor experience with advisory accounts or risk being left behind by nimbler, more forward-looking competitors.