Global Conference 2023
Global Conference 2023

FinTech and Other Innovative Solutions to Enhance Lifetime Financial Security

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Financial services firms are harnessing the power of technology to reach current and future clients, creating new products and new financial ecosystems. These changes allow individuals to invest in new ways with greater flexibility. Robo advising and tech-enabled investing firms are focused on retirement investing, and many have created simplified, automated investing models. Other advisors have focused on strategies to ensure financial security across one’s lifetime—encouraging early savings, investing for life events, and setting up longevity annuities, to name a few. Join this panel of industry leaders for a discussion of innovative solutions that will enhance long-term financial security. 

    Moderator

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    Cheryl
     
    Evans
     

    Director, Center for Financial Markets, Milken Institute

    Speaker

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    Eli
     
    Broverman
     

    Co-Founder, Treasury; Co-Founder, Betterment
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    Anna
     
    Frankowska
     

    Founder and CEO, Graceful Finance
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    Hal
     
    Hershfield
     

    Professor of Marketing and Behavioral Decision Making, University of California, Los Angeles
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    Eric
     
    Stevenson
     

    President, Nationwide Retirement Solutions