The Q4 Finnovation Forum™ is the premier invitation-only event for Broker/Dealers, RIAs, Bank & Trusts, Family Offices, and elite Advisor teams.

Over 2.5 days, the forum delivers boardroom sessions, private meetings, and high-impact networking with top financial decision-makers. Attendees include CEOs, CIOs, CTOs, COOs, CCOs, and Heads of Technology and Operations.

Topics in Focus: Growing Advisor Teams, Marketing & Distribution, Enterprise Platforms, Back Office Operations, Recruitment and M&A, Regulations & Compliance.

Who Sponsors:  FinTech Innovators, Investment Banking & Finance Solutions, Third-Party Administrators.