Inside ETFs and Ritholtz Wealth Management have postponed their second Wealth/Stack conference from this September until October 2021.
The venue for the adviser-oriented event, which focuses on technology, investment management and practice management, remains the Omni La Costa Resort & Spa in Carlsbad, California.
The sponsors said the “the challenges of the Covid-19 pandemic” were the reason for the postponement.
Wealth/Stack Live, an online version of the event, will take place Dec. 1-3, said John Swolfs, CEO of Inside ETFs, which is partnering with WealthManagement.com on the virtual event.
Integrated Partners is adding a mother-son tandem to its network in Missouri as Kestra onboards a father-son advisor duo from UBS.
Futures indicate stocks will build on Tuesday's rally.
Cost of living still tops concerns about negative impacts on personal finances
Financial advisors remain vital allies even as DIY investing grows
A trade deal would mean significant cut in tariffs but 'it wont be zero'.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
