about the author:
Jenna Diemer
Director, strategic programs
Jenna Diemer is director of strategic programs at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
January 15, 2020 by Jenna Diemer
about the author:
Jenna Diemer is director of strategic programs at Advicent, the financial planning technology provider of choice for nearly 100,000 financial professionals.
As 2020 gets underway, we here at Advicent are already looking forward to an incredible slate of industry conferences and tradeshows over the coming months. As the excitement continues to build for the conference season to kick off, we wanted to reflect on the exciting experiences from 2019.
Here are some of team Advicent’s conference highlights from last year:
We started out the year with one of our biggest conferences of 2019 at the T3 Advisor conference just outside of Dallas, TX from January 29 to February 1. Known as one of the leading practice management and technology conferences for advisors, Advicent CEO Angela Pecoraro took this opportunity to highlight a sea change occurring in the financial planning practice and how the new era of NaviPlan would address these market trends.
In her presentation “Embrace the third wave of financial planning,” Angela identified a new wave of financial planning that the practice has entered where goals-based and cash flow planning methodologies are merging alongside greater planning freedom and planning now being done at numerous digital touchpoints.
We have entered a new, Third wave of #FinancialPlanning in 2019 that will be defined by:
— NaviPlan by Advicent (@Advicent) January 30, 2019
- Goal-based + cash-flow
- Planning across numerous digital touchpoints
-Greater planning freedom
via @AngPecoraro at #T32019 #NaviPlanT3 pic.twitter.com/NhMGMS8a5e
This presentation, and branding found across the conference, unveiled a new look for Advicent that coincided with the overhaul of the NaviPlan user interface. To learn more about the design enhancements brought by the NaviPlan 19.0 release, click here >
Of course, we needed to celebrate this new path forward and the first big FinTech conference of the year with a killer party. To do so, we enlisted the help of ‘90s legend Vanilla Ice for a throwback themed function. Check out some of the highlights below:
Couldn't make last night's '90s party at #T32019 or want to relive the @vanillaice performance?
— NaviPlan by Advicent (@Advicent) February 1, 2019
Check out some of the highlights:https://t.co/p46Izyb3Ir
For more information on the third wave of financial planning and what to expect of the practice moving forward, read our whitepaper >
Held just south of our home in Milwaukee, WI from May 8-10 was the Morningstar Investment Conference in Chicago, IL. This conference brings together some of the financial industry’s top minds to recognize lessons from the past, understand what is happening in the market right now, and look to what is on the horizon for the industry.
Advicent senior director of product management Paul Raisanen caught up with AssetTV at the conference to discuss the increasingly important role that data is playing in the financial planning process. Watch the full video below:
After seeing how big of a fan favorite he was, we knew we had to bring Vanilla Ice back for another round in Canada at the CIFP conference from June 2-5 in Vancouver. Angela again presented on the third wave of financial planning to this audience of esteemed financial services professionals.
That's a wrap on another amazing conference, this time in Vancouver for #CIFP2019.
— NaviPlan by Advicent (@Advicent) June 5, 2019
Following @AngPecoraro's presentation on Tuesday afternoon, @vanillaice capped off the night for attendees in true '90s fashion! pic.twitter.com/BPuAZEChOQ
In July, team Advicent headed to the east coast for the 2019 In|Vest conference in New York City from July 15-17. Hosted by SourceMedia, the company responsible for various industry publications such as Financial Planning, In|Vest brought together members of the wealth management community to discuss digital FinTech disruptions in the areas of investing, saving, and advice.
As part of the conference, In|Vest holds a demo competition judged by a panel of financial services experts that included Dani Fava of TD Ameritrade, Tricia Haskins of Fidelity, and William Trout of Celent.
Chief technology officer John Heinen and vice president of financial planning Tom Burmeister took to the stage to demo the API and Guided Retirement functionality of NaviPlan. Watch the demo video below:
Advicent was one of 18 groups to demo at In|Vest 2019 and received the second highest score from the panel of judges.
@DaniFava_TDA on the new NaviPlan guided retirement experience:
— NaviPlan by Advicent (@Advicent) July 16, 2019
"I don't think that anybody gets that deep into talking about the phases of retirement and where the spending occurs — and that's such a need...it will open up a deeper conversation that nobody's having right now" pic.twitter.com/4As4E18wdv
Tricia Haskins on NaviPlan's API technology:
— NaviPlan by Advicent (@Advicent) July 16, 2019
"Given the state of technology and innovation and what some firms are doing that want to create their own end-user experience — powered by solutions on the back-end — kudos to you." pic.twitter.com/hTN5F3v4v9
September brought an exciting new conference to the FinTech community as InsideETFs and Ritholtz Wealth Management teamed up to introduce Wealth/Stack, a conference designed to bridge the gap between technology, investment management, and practice management.
Knowing how legendary this conference could be, we dove in head-first as the first official sponsor Wealth/Stack and opting to throw an official after party featuring hip-hop icon DJ Skribble. Advicent COO Tony Stich joined Ritholtz Wealth Management CEO Josh Brown to chat about the upcoming event.
Ahead of this Friday's launch with added info, we are proud to announce that @AdvicentFP are the first official sponsors of #WealthStack. Welcome to the brand new conference discussing tech + financial advice. 📲📈
— Wealth/Stack (@wealthstackconf) March 12, 2019
Turns out, our prediction was right on with the popularity of this first-year event. Originally expected to host 500 attendees, Wealth/Stack brought in more than 700 financial services professionals. It was held in Scottsdale, AZ from September 8-10.
Empty seats will be unlikely here at #WealthStack. Over 700 attendees with a great first day turnout. Impressive debut for @wealthstackconf! pic.twitter.com/Oq4V1w2GQu
— NaviPlan by Advicent (@Advicent) September 9, 2019
Along with our booth, we leveraged the event to feature a demo of NaviPlan in the Wealth/Stack showcase – a rapid-fire demo series where FinTech companies presented their technology to the crowd. Tom Burmeister gave a walkthrough of our financial planning technology, which you can watch via the Periscope link below courtesy of industry insider Tina Powell:
Next up @Advicent @wealthstackconf #WealthStack https://t.co/UfQNRjJMEW
— Tina Powell (@tinacpowell) September 9, 2019
After Tom’s demo, Tony joined a stacked panel of FinTech experts discussing the user experience of financial technology with CNBC’s Jim Pavia moderating.
.@advicentcoo joins #WealthStack’s Creating The Ultimate User Experience panel hosted by @jimpavia https://t.co/HTbBd8ekRU pic.twitter.com/mGuECOFXDY
— NaviPlan by Advicent (@Advicent) September 9, 2019
After the busy day for Advicent concluded, we switched into party mode to throw our “Light Up the Vault with NaviPlan” party at the Mint – a former bank turned nightclub. Check out our recap video and Twitter moment featuring highlights of the night below:
Missing #WealthStack? Relive the excitement of the #LightUpTheVault party with this recap video below!
— NaviPlan by Advicent (@Advicent) October 1, 2019
More videos from @wealthstackconf with @gomedici are coming soon! pic.twitter.com/WVuCQ4yymO
Counting down the days until #WealthStack 2020.
— NaviPlan by Advicent (@Advicent) September 12, 2019
Huge thanks to @ReformedBroker, @startupofme, team @RitholtzWealth, team @InsideETFs, and everyone else that made the inaugural #WealthStack a big hit.
Relive the #LightUpTheVault party below:https://t.co/dfFeZ8tDTP
In October, we headed north to Minneapolis, MN for the FPA Annual Conference 2019, which is the largest global gathering of CFP® professionals and thought leaders in financial planning.
Tony took to the stage for his presentation A Decade of Disruption: Looking Backward and Forward at the Modern FinTech Landscape. This introduced our Decade of Disruption thought leadership narrative, which you can learn more about in this whitepaper.
Outstanding day here at #FPAConf19!
— NaviPlan by Advicent (@Advicent) October 17, 2019
Thanks to @fpassociation for yet another strong conference! pic.twitter.com/8Hm5yIjVqy
At the end of October, we traveled to Ft. Lauderdale, FL for the T3 Enterprise conference which is an annual gathering of enterprise financial professionals interested in discovering the best technology solutions for their organizations.
Tony again presented on the Decade of Disruption and used the opportunity to announce a new set of NaviPlan APIs that enable organizations to implement self-directed financial planning experiences for their advisors and their clients. Learn more about this announcement below:
Learn more about today's announcement from #T32019 on the new set of NaviPlan APIs that enable firms to create self-directed #FinancialPlanning experiences for existing and prospective clients: https://t.co/T6dmTIV0PS
— NaviPlan by Advicent (@Advicent) October 29, 2019
Tony also had a chance to catch up with AssetTV’s Jenna Dagenhart to discuss how the past decade has transformed financial advice and how these disruptions will shape the future of the industry. Check out the full video below:
Team Advicent headed west once again for Schwab IMPACT from November 4-7 in San Diego, CA. The conference brought together thousands of clients, exhibitors, and thought leaders to the largest and longest-running annual conference for independent investment advisors.
Tony sat down with Matt Ackermann of InvestmentNews at the conference to further discuss how the past decade has changed FinTech and how firms can remain competitive in the next 10 years of disruptions. Check out the full video below:
The conference ended on a high note with a closing night party at Petco Park featuring a concert from One Republic. We enjoyed the company of our friends throughout the financial community at the NaviPlan lounge on site. The scenes inside the Padre’s ballpark were astonishing, as captured below by Justin Wayne:
The views from home plate and the dugout here at @PetcoPark on the final night of #SchwabIMPACT pic.twitter.com/J3py8A7KRp
— Justin Wayne (@JustinAWayne) November 7, 2019
The conference season came to a close with the 2019 MarketCounsel Summit held from December 9-12 in Miami, FL. As the industry’s yearly capstone event, the MarketCounsel Summit brings together leadership from throughout the financial community for a forum on how to elevate the role of the independent advisor.
Tony was able to again catch up with InvestmentNews’ Matt Ackermann to close out an exciting year of events.
.@advicentcoo catching up with @investmentnews’ @acketyack here in Miami at @MarketCounsel’s #MSUM19 pic.twitter.com/vWeWs2aGK2
— NaviPlan by Advicent (@Advicent) December 10, 2019
Though 2019 was a blast for everyone here at team Advicent, we are already stirring with excitement for what lies ahead in 2020. To stay up to date on where Advicent will be headed soon, check out our events page and follow Advicent on Twitter and LinkedIn.
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