What do you get when you bring together five leaders from the largest wealth management technology vendors in the industry?  You get a webinar that is jam-packed with valuable information, thoughtful analysis and predictions for the future of enterpris...

"Regulation is a catalyst for innovation, not a restriction on it. In order to deliver on tighter regulations, invariably you need more technology. Regulation drives the demand for technology and and moves the industry forward in a very positive way.

"After just an hour, two thirds of our short-term memory is gone, it's amazing how fast it leaves us. If you have a method to capture the information and document it, absolutely you're going to see better results.

"The fiduciary model is winning and we want to ensure that we're serving advisory firms across that continuum. From our clearing business, we absolutely have an option for emerging RIAs and emerging advisors in that space." –Ben Harrison,

“Advisors are in the business to communicating and helping people grow and retain their assets through whatever lifestyle changes they may have. So communicating honestly and authentically is always a key.” –Maree Moscati, CEO,

"The popular belief was that when the next downturn hit, everyone was going to run away from robo advisors, run away from fintechs because there was no one to call. And very quietly over the course of the last two years,

"I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There's some cost to all of this technology and it's fair to say in this eco...

"If you're focused on helping people and in a business networking setting, you get attention back when you give attention. Those are universal truths regardless of what social media platform you're on. It's always valuable to pay attention to people.

"Women are over mentored and under sponsored. Mentors are just a nice relationship. But a sponsor is the one who's going to move the needle for you. We need more sponsors to ensure women are ready to be promoted to their next position.

"I think in year one and year two really what we were trying to do that was different was bring advisors together, not with the salespeople who sell technology, but with the people who actually develop technology.