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Home > Technology > MARCUS EVANS TO HOST THE DIGITAL TRANSFORMATION IN WEALTH MANAGEMENT CONFERENCE ON FEBRUARY 7-9, 2018 IN NEW YORK, NY

MARCUS EVANS TO HOST THE DIGITAL TRANSFORMATION IN WEALTH MANAGEMENT CONFERENCE ON FEBRUARY 7-9, 2018 IN NEW YORK, NY

Published by Gbaf News

Posted on December 10, 2017

3 min read

Last updated: January 21, 2026

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This GFMI conference will assess best practices for creating and integration robo-advisors. Learn the practical uses of artificial intelligence and machine learning in wealth management from investment strategies to data analytics and asset allocation. Most importantly, this conference will provide answers to practical issues of whether it is best to build or buy robo-advisors and what the future holds for the wealth management industry.

Attending This Premier GFMI Conference Will Enable You To:

Integraterobo with traditional financial advice
Utilizerobo-advice to tap into new millennial markets
Innovateproducts & strategies to keep up with increased digitalization in wealth management
Understand the changing role of the financial advisor
Learn the practical uses of automation in investment strategies

Key Speakers Include:

Peter Coffey, Executive Director, Client Advisory & Digital Platform Strategy, Morgan Stanley
Raymond Nazloomian, Senior Vice President, Global Digital Strategy, Citi
Catherine Flax, Chief Executive Officer, Pefin
Diana Moy, Senior Vice President, Head of Wealth Management, Digital,S. Bank
Saleem S. Khatri, Co-Founder & CEO, Instavest
Steven Dorval, Senior Vice President, Head of Advice & Innovation, John Hancock Financial Services

For more information, please visit: http://bit.ly/2ArqnITor you can contact Amanda Pink at amandap@marcusevansch.com

marcusevans conferences annually produce over 2,000 high quality events designed to provide key strategic business information, best practice and networking opportunities for senior industry decision-makers.

This GFMI conference will assess best practices for creating and integration robo-advisors. Learn the practical uses of artificial intelligence and machine learning in wealth management from investment strategies to data analytics and asset allocation. Most importantly, this conference will provide answers to practical issues of whether it is best to build or buy robo-advisors and what the future holds for the wealth management industry.

Attending This Premier GFMI Conference Will Enable You To:

Integraterobo with traditional financial advice
Utilizerobo-advice to tap into new millennial markets
Innovateproducts & strategies to keep up with increased digitalization in wealth management
Understand the changing role of the financial advisor
Learn the practical uses of automation in investment strategies

Key Speakers Include:

Peter Coffey, Executive Director, Client Advisory & Digital Platform Strategy, Morgan Stanley
Raymond Nazloomian, Senior Vice President, Global Digital Strategy, Citi
Catherine Flax, Chief Executive Officer, Pefin
Diana Moy, Senior Vice President, Head of Wealth Management, Digital,S. Bank
Saleem S. Khatri, Co-Founder & CEO, Instavest
Steven Dorval, Senior Vice President, Head of Advice & Innovation, John Hancock Financial Services

For more information, please visit: http://bit.ly/2ArqnITor you can contact Amanda Pink at amandap@marcusevansch.com

marcusevans conferences annually produce over 2,000 high quality events designed to provide key strategic business information, best practice and networking opportunities for senior industry decision-makers.