Wealth Management Technology & Cybersecurity Summit

The mission of the inaugural Wealth Management Technology & Cybersecurity Summit is to bring together the Wealth Management community to learn first-hand from industry leaders and influencers for an inspiring day of knowledge sharing, collaboration and networking. Every wealth management firm has a strong directive to make technology and security a core competency of their firm, yet most are having a hard time getting access to the information they need to make truly educated decisions.

 

Steven Draper, senior technology consultant for Family Office Exchange, will moderate a panel on achieving successful tech adoption.