Kevin Smith will participate on a panel titled “The Present and Future of the Advisor Desktop”
ROCKVILLE, MD, July 11, 2019 /Neptune100/ — Bronfman Rothschild, an independent investment advisor based in Rockville, Maryland, today announced that Wealth Advisor Kevin Smith will participate on a panel at In|Vest 2019, the 5th annual digital wealth management event hosted by Financial Planning. The conference will be held July 16-17 in New York City.
The In|Vest conference brings together more than 1,500 executives from across the wealth management community to explore innovations in digital wealth management and discuss the future of tech in the industry. This year’s event focuses on innovations in investing, saving, and giving advice.
The panel on which Smith is speaking, “The Present and Future of the Advisor Desktop,” is composed of tech strategists who will offer insights on digital collaboration tools that optimize advisor time with clients, as well as offer clients the capabilities they’re increasingly seeking.
“It’s an honor to participate in the timely discussion around technology and the advisor at this year’s In|Vest event,” said Smith. “At Bronfman Rothschild, we seek to leverage the best technology to optimize the client experience and support the trust-based relationships we form and maintain with our clients. I look forward to hearing my peer’s perspectives on this topic.”
Smith joined Bronfman Rothschild in 2018 and has over a decade of experience in the financial services industry. Smith works with Bronfman Rothschild’s technology partners to create streamlined investment solutions that focus on clients’ goals through tech-supported comprehensive financial planning.
About Bronfman Rothschild
Bronfman Rothschild grows and preserves wealth through thoughtful and disciplined strategies that focus on what’s most important to each client. A registered investment advisor, Bronfman Rothschild was sold to Sontag Advisory, a subsidiary of NFP Corp., in May of 2019 and will launch a new brand strategy by the end of this year. With eleven offices throughout the Midwest and East Coast, the combined firms offer comprehensive wealth management and planning to individuals and families, as well as retirement plan services through NFP Retirement. The in-house research capabilities and collective expertise of the combined teams are supported by a collaborative, client-focused culture. Our 140+ employees adhere to a high standard of fiduciary care as we seek to form a true and objective partnership with each client we serve.