Ben Carlson serves as the Director of Institutional Asset Management at Ritholtz Wealth Management. His writing can be seen in almost every top financial publication and in 2017 he was named to the InvestmentNews 40 under 40 list.  He is the author of four books about the investing and is known as one of the most commonly read financial bloggers across the wealth management industry. His work, along with the team at Ritholtz Wealth Management has been revolutionary for advisors who are thinking about creating their own content. Lifeworks is a registered investment advisor ..read more

Chris King is the Founder and CEO of Eaglebrook Advisors, a tech-driven investment manager that provides independent financial advisors with streamlined, secure, and compliant access to bitcoin and digital assets.  The firm has created the first bitcoin and crypto separately managed accounts (SMAs), which are designed to seamlessly integrate with an advisor’s current portfolio management systems and workflows. The company is backed by leading wealth management executives and financial institutions. Lifeworks is a registered investment advisor ..read more

A conversation with leaders in wealth management and technology around the future of financial advice, the biggest challenges facing advisors today, and how to build a business to win the future ..read more

Gavin Spitzner is founder and president of Wealth Consulting Partners. He has 25+ years working in and consulting to Fortune 500 companies with a breadth of experience encompassing strategic consulting, business development, product development, digital strategy, marketing, professional development and practice management. Gavin has partnered with numerous top 25 U.S. and Global banks and broker-dealers as well as asset managers, RIAs and Fintech/WealthTech firms to develop and implement innovative advisor and client experience solutions leveraging modern technology and processes to improve to ..read more

Anders Jones, CEO of Facet Wealth, is an entrepreneur and early stage tech investor. Prior to Facet, Anders was a founding partner of Argyle Ventures. Argyle invests in emerging startup markets, with a focus on advertising, technology, financial technology, and healthcare IT. Prior to Argyle, Anders was on the early team at LiveRamp (acquired by Acxiom for $310 million), and has been involved as an investor or advisor in many other startups in Silicon Valley.    Lifeworks is a registered investment advisor ..read more

Rachel Carpenter is an entrepreneur who is leading an effort to reinvent the financial data supply chain.   She is the co-founder and CEO of Intrinio, a modern platform where you can access fast, accurate, and affordable financial data through a powerful, easy to use API and marketplace. Software developers, financial innovators, analysts, educators, institutions, and startups are building tomorrow's innovations with their data.   She has a unique vision for the future of FinTech and an incredible story.    Lifeworks is registered investment advisor ..read more

Megan Carpenter is the CEO and founder of FiComm Partners.   She was recently named to the Investment News 40 Under 40 list and her expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences.    Mark Tibergien is a nationally recognized expert on management, strategy, and transition issues within the financial services industry.   Mark’s professional background spans Executive Leadership, Consulting, Training, Writing, and Speaking. He has led organizations from start-up to exit, from dynamic growt ..read more

Aimvest Technologies is a startup technology company that is focused on changing the way advisors invest client assets and manage the risk of their clients not achieving their financial goals.    Their proprietary system allows advisors and clients to set realistic target financial goals (save for college, create stable income in retirement, etc…) and then their software manages the investment portfolio to provide a floor (downside protection) on the investment while maximizing the possible upside for the client.   The founders, Hugo Castalan and Alex Mathé-Cathala both have a M ..read more

Doug Fritz is the founder of F2 Strategy and former wealth management CTO.     His team of experienced wealth management executives address a widening gap between the expectations of affluent clients and their wealth management experience.    His perspective and experience come from a long history of innovations and transformative technical projects at major financial institutions. F2 Strategy also manages the Wealth Tech Innovation Board, a confidential think-tank comprised of over 70 top wealth management CTOs, COOs, and innovation executives.     Doug ..read more

Megan Carpenter is the CEO and founder of FiComm Partners.   She was recently named to the Investment News 40 Under 40 list and her expertise spans over 15 years of helping RIA firms and advisors connect, communicate and engage effectively with their target audiences.    Her passion to promote the industry is demonstrated through her involvement with the CFP Board Center for Financial Planning Workforce Development Advisory Group. She is also part of the Pledge 1% global movement, having pledged 1% of personal equity, profits, time and product to non-profits in the wealth manage ..read more