October 14-16, 2019 | Atlanta
Hyatt Regency Atlanta
Elise Duncan, Managing Director, National Sales Manager, Leveraged Sales, BlackRock
Tony Rochte, Head of Fidelity Institutional Investment and Technology Solutions, Fidelity Investments
Join us for the investment advisory solutions industry’s most important event of the year.
Reinventing Relevance: A Client-Focused Approach
Like other industries, the investment advisory business is experiencing a rate of accelerated change. To remain relevant, firms must continuously adapt the products, services, and experiences they deliver to clients’ changing needs and expectations. Resiliency and imagination will separate those firms that continue to grow and thrive from those that stagnate. And clients will judge success not just over the long run, but increasingly in the moment of each interaction with your firm.