The Future of Independence

Embracing Top Industry Disruptors

Thursday, April 24

Join an engaging discussion with independent financial services firm executives and advisors from New York City and beyond, exploring the major disruptors shaping the future of our industry.

From emerging technologies to evolving client expectations, discover how firms are adapting to stay ahead of the curve.

Hosted by

Schedule at a Glance

10:00 – 10:05 a.m.	Welcome Remarks
10:05 – 10:15 a.m.	FSI Advocacy Update
10:15 – 11:15 a.m.	Roundtable Discussion The Next Generation: Clients, Advisors & the Evolving Workforce
11:15 – 11:30 a.m.	Stretch Your Legs
11:30 a.m. – 12:30 p.m.	Roundtable Discussion AI, Technology & Regulatory Disruption
12:30 – 1:00 p.m.	Lunch Break
1:00 – 2:00 p.m.	Roundtable Discussion Business Growth, Firm Sustainability & Industry Evolution

Download the complete agenda.

Don’t miss this opportunity to connect with industry peers, share insights and prepare your firm for the future.

Space is limited for this event. Once capacity is reached, a waitlist will be opened.

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Location Information

Location Name
Broadridge
Address
605 Third Avenue, New York, NY, 10158 US
Directions
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