Online Summits
Finlocity

  • XCELLR8™  Online Summits

    XCELLR8™ Online Summits are virtual events providing a structured platform for advisors and home office executives to connect, learn, and gain insights from various leading financial services professionals, solution providers, and thought leaders. 


    Summits feature engaging, peer-to-peer, industry panels, keynotes, solution presentations, and expert case studies.

Online Series

Featured Recordings

XCELLER8 RIA & WealthTech Summit | Succession Planning Track

"Executing Acquisition and Succession"

Presented by Nick Parker, Live Oak Bank

XCELLER8 RIA & WealthTech Summit | Fiduciary Track

"Managing Portfolio Risk & Design in Complex Markets"

Presented by Yon Perullo, Rixtrema

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