Broker Check

Advisor Group’s Pete Clemson: Creating a “Relentless” Feedback Loop for Digital Solutions

From Digital Wealth News . . .

Last month, more than 6,000 attendees—both virtual and in-person participants—took part in Advisor Group’s annual ConnectEd advisor conference. The San Antonio, Texas gathering was the firm’s largest conference to date.

A significant portion of this year’s content was focused on advisor-facing technology, explained Pete Clemson, Advisor Group’s Executive Vice President and Chief Digital Officer. Clemson showcased the company’s technology on the main stage during the general session, and hosted a variety of breakout meetings and “spotlight discussions” on the current and future tech solutions the wealth management giant offers to its nearly 9,700 financial advisors across the country.

Conference participants and third-party wealthtech solutions providers were excited to learn more about what was to come from Clemson and the team in 2023. Clemson explained that many in attendance had a significant role in the offerings that Advisor Group will deliver to advisors. These attendees served in advisory and early adopter roles as the firm prepared for a massive rollout of its new products.

Read more at Digital Wealth News.