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THE MODERN ADVISOR VIRTUAL SERIES

Get empowered with next-gen insights

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ABOUT THE MODERN ADVISOR

Thoughtfully curated webinars featuring the leaders helping shape the future of the industry.

 

WHY YOU SHOULD ATTEND:

Invaluable Insights

Gain knowledge from leading insurance carriers, broker-dealers, and more.

Stay Ahead of the Curve

Learn how to embrace the latest cutting-edge tools.

Tech-Savvy Solutions

Discover new strategies to redefine how you do business.

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DATA

Unlocking Data to Craft a Scalable Ecosystem

Tuesday, December 3 | 1:00 PM ET (45 mins)

Data leaders from FIDx, iCapital, and Envestnet explore why data management and utilization are essential for success. Through insights and actionable strategies, they’ll equip you with the knowledge and resources necessary to create and sustain a scalable data environment, helping you optimize processes, and achieve meaningful outcomes in a rapidly evolving industry.

Panelists:

  • Colleen Ruane, Chief Data Officer, FIDx
  • Robert Huntsman, Chief Data Officer, iCapital
  • Jeremi Karnell, Head of Data Solutions, Envestnet  

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COMING SOON:

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TECHNOLOGY

Maximizing the Power of AI

Tuesday, February 11 | 1:00 PM ET (45 mins) 

Gain actionable insights and guidance to leverage artificial intelligence powered tools that can elevate your practice.

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SALES

Capturing the Attention of New-Age Investors

April 2025 | 1:00 PM ET (45 mins)

Attract a new generation of investors, who are technologically adept, socially aware, and in search of fresh investment opportunities.

STAY INFORMED, STAY AHEAD

Have questions about The Modern Advisor virtual series? We're here to help.

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