The kind of learning that can transform a business.

Content is available only through June 30. Don’t miss it.

Main Stage Moments: 11am-Noon ET Daily

TUESDAY, JUNE 8

Focus on Leadership: Hear about Pershing’s latest strategy; financial literacy and organizational psychology 

WEDNESDAY, JUNE 9

Focus on Innovation: The latest industry and technology trends in the financial advice community, plus advancements in building intellectual prowess

THURSDAY, JUNE 10

Focus on Inspiration and Motivation: Diversity and Inclusion, inspiring organizations, and personal ambition and rising to fame

Agenda Highlights

Experience on-demand content at your own pace on pertinent topics developed to help you transform your business.

Markets

Woman checking financial stock market analysis on smartphone in city, with illuminated city street light and urban skyscrapers as background at night

Some Like it Hot: Taking the Temperature of the 2021 Markets

 

Explore the market implications of massive liquidity and fiscal injections. 

Investing

bearded business man running up stairway at concrete wall

The Trends and Truths Behind the SPAC Surge

 

What do you need to know before factoring SPACs into your portfolio?

Growth

art,design,data,abstract,technology,shiny

Advisory Firm of 2030

 

Discover the drivers to help become the wealth management firm of the future.

People

Young businesswoman walking with digital tablet at coworking

Calling All Leaders: Building The Workforce of the Future

 

Hear insights to help inspire a new way to think about human capital.

Technology

Digital generated image of data server.

Navigating the Wealth Tech Journey

 

How firms are leveraging integrated technology solutions to drive easier, faster experience.

Diversity & Inclusion

Businesswoman working in office, doing a video call with digital tablet. Female professional working in office and making a video call.

Beyond the Data: Focusing on Diversity, Equity & Inclusion To Drive Success

 

Learn what intentional actions your firm can take.

Key Facts About the Conference

  • INSITE At a Glance
  • 3
    days of must-see live sessions leaving you ready to lead and think differently
  • 20
    on-demand sessions to check out at your convenience
  • 23
    days to take it all in—sessions are only available until June 30

Speakers

Meet the Speakers

We’re keeping your busy schedule in mind! Join us for just one hour each day for three, 20-minute, fast-paced sessions and hear about the hottest issues from thought leaders in their field. The speaker line-up will continue to build–watch for updates.

See all speakers

Dr. Sanjay Gupta

Keep your brain young, healthy, and sharp with this science-driven guide to protecting your mind from decline by neurosurgeon and CNN chief medical correspondent Dr. Sanjay Gupta

Leslie Odom Jr.

Personal thoughts (and performance) from this Tony and Grammy award winner and Hamilton star

 “Thank you! Well worth the time away from practice. This is a great meeting with so much attention to detail to make it happen.”

– Past INSITE Attendee

Solutions for a Changing World

Discover how we can help enhance your business with our flexible solutions and innovative technology. Browse the pavilion and learn ways to improve your profitability and increase efficiency.

Visit the Pavilion

Our Sponsors and Strategic Partners

Ready to talk about what's next?