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Financial Planning opens nominations for new recognition program, the Innovation Awards

Retrieved on: 
Thursday, April 11, 2024

NEW YORK, April 11, 2024 /PRNewswire-PRWeb/ -- Financial Planning, Arizent's leading information resource for decision makers in wealth management, opens nominations for its new recognition program, the Innovation Awards. The brand-new initiative honors and celebrates outstanding achievements in developing technology and implementing solutions that improve the growth and scalability of wealth firms, and enhance client engagement and experiences.

Key Points: 
  • NEW YORK, April 11, 2024 /PRNewswire-PRWeb/ -- Financial Planning , Arizent's leading information resource for decision makers in wealth management, opens nominations for its new recognition program, the Innovation Awards .
  • "We are thrilled to shine a spotlight on the amazing innovation that's driving real transformation in wealth management.
  • From marketing and automation to client engagement and investment strategies, the Innovation Awards cover a number of different categories.
  • "We are thrilled to shine a spotlight on the amazing innovation that's driving real transformation in wealth management," says Brian Wallheimer, Editor-in-Chief at Financial Planning.

Financial Planning announces new event, Advise AI, entirely focused on AI and its uses and impact on the wealth management industry

Retrieved on: 
Wednesday, April 3, 2024

NEW YORK, April 3, 2024 /PRNewswire-PRWeb/ -- Financial Planning, Arizent's leading information resource for financial advisors and the wealth management ecosystem, has announced its brand-new conference, ADVISE AI, and the event's VIP Advisory Committee. ADVISE AI will take place October 9–10, 2024, at The Encore in Las Vegas, and registration is now open.

Key Points: 
  • NEW YORK, April 3, 2024 /PRNewswire-PRWeb/ -- Financial Planning , Arizent's leading information resource for financial advisors and the wealth management ecosystem, has announced its brand-new conference, ADVISE AI , and the event's VIP Advisory Committee.
  • ADVISE AI will take place October 9–10, 2024, at The Encore in Las Vegas, and registration is now open.
  • The program will dive deep into AI's role in scaling operations, improving client experiences and engagement, and personalizing investment solutions.
  • "ADVISE AI is the only wealth management conference entirely focused on artificial intelligence and its applications," said Brian Wallheimer, Editor-in-Chief for Financial Planning.