The 2024 Fi-Tek Wealth Technology Conference, held from October 7-9 at the Marriott Marquis in New York City, brought together over 150 wealth management professionals under the theme, “Fintech NextGen Powered by Digital Apps, Bots, and AI – Empowering the Next Generation of Wealth Management.”
This annual event offered attendees the opportunity to explore new innovations within the Fi-Tek platform, participate in hands-on training with expert staff, and network with industry peers. Joint and breakout sessions focused on transformative topics such as AI, Bots, and Digital Apps, as well as advancements in GWES Report Studio, GIPS performance, mobile applications, Secure Act 2.0, Direct Indexing, Unified Managed Accounts (UMA), Model Market Place, householding, the cloud, cybersecurity, and wealth analytics. The addition of guest speakers provided fresh insights into industry trends and innovations, sparking meaningful discussions on the future of wealth management.
The sponsoring partners added immense value to the event, sharing cutting-edge tools and solutions that are shaping the industry. Our Development, Operations, Marketing, Administration, Investments, and Relationship Management teams were fully engaged throughout the event, ensuring attendees had a supportive, collaborative, and personalized experience. The open and collegial atmosphere encouraged learning, connection, and innovation at every level.
A month later, the impact of the conference continues to resonate, as attendees and Fi-Tek alike draw from the insights and strategies shared. We thank all participants, guest speakers, and sponsors for their contributions and look forward to an even more exciting event in 2025!
Author: James Okamura, CFA, CFP, AWMA
Senior Managing Director
