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Navigating Growth Strategies in Advisory Firms

February 7, 2024

Wednesday, February 28, 2024 | 2:00 PM ET

Shannon Rosic Craig Clark Wealthstack Content Solutions Integrated Partners Discussion Points Wealthstack Content

Source: wealthmanagement.com

The Evolution of the CTO: Think Tank Insights Reshaping the Buy-Side

December 4, 2023

Tuesday, January 16, 2024 | 2:00 PM ET

John Oconnell Michelle Feinstein Shannon Rosic Oasis Group Wealthstack Content Solutions Gm Vp Global Financial Services Solutions Strategy

Source: wealthmanagement.com

Insights from The 2023 WealthStack Study | Wealth Management

October 12, 2023

Wednesday, November 01, 2023 | 2:00 PM ET

Kristin Letourneau Shannon Rosic John Milne Brandon Roth Technology Trends Reshaping Wealth Management Technology Solutions

Source: wealthmanagement.com

Build a Growth Stack, Not (just) a Tech Stack

October 10, 2023

Thursday, November 09, 2023 | 2:00 PM ET

Shannon Rosic Michelle Feinstein Kristin Letourneau Wealthstack Content Solutions Gm Vp Global Financial Services Solutions Strategy Wealthstack Content

Source: wealthmanagement.com

What Advisors REALLY Want From (Advisor) Technology

March 14, 2023

Wednesday, March 29, 2023 | 2:00 PM Pacific Daylight Time

Jud Mackrill H Adam Holt Shannon Rosic Wealthstack Content Solutions Wealthstack Content Adam Holt

Source: wealthmanagement.com

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