The Future is Now: How Technology is Disrupting the Wealth Management Industry

Date: June 4th, 2020
Time: 1:00pm PST

Aaron Klein

CEO, Riskalyze

Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Aaron has served as a Sierra College Trustee, and in his spare time, he co-founded a school project for orphans and vulnerable kids in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives.

Steve Lockshin

Founder, AdvicePeriod

Steve Lockshin is a Founder and Principal of AdvicePeriod, where the firm’s mission is to reinvent wealth management. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Steve is widely known for his technological approach to wealth advisory as well as his planning knowledge, and he is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest within the industry in his guidebook for consumers, Get Wise to Your Advisor.

WHAT YOU'LL LEARN

Let's face it: The industry is changing. The industry's ways of operating in the past are hindering the ability to become more efficient, more organized, and more creative, now, and in the future. Over the last two months, the wealth management industry has immersed itself into the technological space. Advisors are going virtual instead of in-person meetings, companies are taking advantage of digital marketing, and cloud services are more popular than ever for storing confidential information. Tech is disrupting the wealth management industry.

Steve Lockshin, Co-founder of AdvicePeriod, and Aaron Klein, CEO of Riskalyze, will discuss the many ways tech has influenced and changed the wealth management industry, moderated by Ryan Shanks from FA Match. You will learn how planning-first advisors can use financial technology to evaluate clients' risks to build and implement accurate investment portfolios.

WEBINAR DETAILS

DATE: June 4th, 2020
TIME: 1:00pm PST
DURATION: 30 Minutes
MODERATOR: Ryan Shanks, FA Match
Disclosures

Aaron Klein

CEO, Riskalyze

Aaron’s career has largely been at the intersection of finance and technology. As co-founder and CEO at Riskalyze, he led the company to twice being named one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. Aaron has served as a Sierra College Trustee, and in his spare time, he co-founded a school project for orphans and vulnerable kids in Ethiopia. Investment News has honored him as one of the industry’s top 40 Under 40 executives.

Steve Lockshin

Founder, AdvicePeriod

Steve Lockshin is a Founder and Principal of AdvicePeriod, where the firm’s mission is to reinvent wealth management. Steve helped pioneer the independent advisory industry, building one of the largest independent RIAs in the nation. Steve is widely known for his technological approach to wealth advisory as well as his planning knowledge, and he is a frequent speaker on both topics. He memorialized his concerns about conflicts of interest within the industry in his guidebook for consumers, Get Wise to Your Advisor.

WHAT YOU'LL LEARN

Let’s face it: The industry is changing. The industry’s ways of operating in the past are hindering the ability to become more efficient, more organized, and more creative, now, and in the future. Over the last two months, the wealth management industry has immersed itself into the technological space. Advisors are going virtual instead of in-person meetings, companies are taking advantage of digital marketing, and cloud services are more popular than ever for storing confidential information. Tech is disrupting the wealth management industry.

Steve Lockshin, Co-founder of AdvicePeriod, and Aaron Klein, CEO of Riskalyze, will discuss the many ways tech has influenced and changed the wealth management industry, moderated by Ryan Shanks from FA Match. You will learn how planning-first advisors can use financial technology to evaluate clients’ risks to build and implement accurate investment portfolios.

WEBINAR DETAILS

DATE: June 4th, 2020
TIME: 1:00pm PST
DURATION: 30 Minutes
MODERATOR: Ryan Shanks, FA Match
Disclosures

AdvicePeriod Webinar Series

June 4th, 2020 at 1:00pm pst

The Future is Now: How Technology is Disrupting the Wealth Management Industry

REGISTER NOW!

Be sure to sign-up quickly. The first 100 sign-ups will have the opportunity to ask Aaron and Steve questions during the webinar. See some of our previously hosted webinars here

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