CEO POV: Challenges and Opportunities In Wealth Management – AdvisorEngine – 9.27.23

Overview:
Title: CEO POV: Challenges and Opportunities In Wealth Management
Date: Wednesday, September 27, 2023
Time: 2:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Nitrogen CEO Aaron Klein and AdvisorEngine CEO Rich Cancro will explore key trends from in-depth market research and client conversations. Maximize these insights to elevate your clients’ experiences, tighten up operations and grow your firm’s revenue.

Here’s what attendees will get:

  • Real-life lessons from industry leaders
  • Ways to respond to critical trends
  • Downloadable resources

Accepted for 1 CFP® / IWI / CFA CE Credit

Speakers:
Rich Cancro Rich Cancro Founder & CEO AdvisorEngine

Rich is the Founder and Chief Executive Officer of AdvisorEngine. He sets the company’s vision and strategy.

Rich brings over 25 years of experience building wealth management technology. Prior to founding AdvisorEngine, Rich served as a Managing Director at Bank of America Merrill Lynch, where he was Head of the RIA custody business and responsible for developing their Global Wealth and Investment Management financial planning and reporting tools. Before that, Rich created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJDirect. Rich holds a Bachelor of Arts from Gettysburg College.
Aaron Klein Aaron Klein CEO Nitrogen

Aaron co-founded Nitrogen in 2011, growing the company to serve tens of thousands of financial advisors, and twice being named as one of the world’s top 10 most innovative companies in finance by Fast Company Magazine. He also co-founded Hope Takes Root, an initiative to serve orphans and vulnerable kids in Ethiopia, and serves on the board of Invest in Others, an organization that supports financial advisors who give back to their communities. InvestmentNews has honored him as one of the industry’s top 40 under 40 executives.
Suleman Din Suleman Din (Moderator) Advisor Intelligence Lead AdvisorEngine

Sulean is AdvisorEngine’s Advisor Intelligence Lead. Previously he oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, Suleman launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Previously, he was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business, and reported for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.