EVENTS & CONFERENCES

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February 23-25, Orlando FL

ABA 2020
CONFERENCE

Hear what Senior Wealth and Digital Executives are planning at the 2020 ABA Wealth Management Conference in Orlando FL.

CONTACT:
rwheeler@pcrinsights.com

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July 16-17th, New York NY

IN|VEST 2019
NEW YORK CITY

Bob Miller speaking on something at the core of our value system - aggregators must not be analyzers.

CONTACT:
bshapiro@pcrinsights.com

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November 4-7th, San Diego CA

SCHWAB IMPACT 2019 CONFERENCE

Schwab IMPACT 2019 promises record attendance and speakers and a chance to explore some of the largest wealth tech firms.

CONTACT:
bshapiro@pcrinsights.com

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April 11-12th, Naples FL

SIFMA PRIVATE CLIENT CONFERENCE 

We made many new friends at this year's conference which focused on Private Clients.  Data Agg and Privacy were top of mind for many attendees.

 

CONTACT:
mhendy@pcrinsights.com

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October 1-2nd, New York NY

HFS FORA 2019 SUMMIT
NEW YORK CITY

Bob Miller sharing his knowledge and experience around the substantial power of automation across financial services.

CONTACT:
bshapiro@pcrinsights.com

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March 21st, New York NY

FAMILY WEALTH REPORT FINTECH SUMMIT

Always a productive event, FWR put together an impressive roster of topics and speakers.  We had a chance to go on and on about privacy.

 

CONTACT:
mhendy@pcrinsights.com