Click here to view the schedule.

Sessions, speakers, and timing are subject to change.

Personalization at Scale

• Hyper-Personalization Solutions Driving Success for Wealth Managers
  This panel focuses on client drivers of the need to provide customization at scale, how this enables advisors to better deliver on the promise of “holistic advice”, the technology enablers of mass customization, and where product evolution is likely to take personalization to next.
   
• Progress toward the Holistic Advisory Model: Insights from the 2024 Datos Financial Advisor Survey
  Over the past two decades, wealth managers’ value proposition has expanded beyond investments to include advice on all aspects of clients' finances. Using findings from the 2024 Datos Financial Advisor Survey, this keynote will discuss the progress that advisors are making toward the holistic advisory model.  

Delivering Advisor-Focused Tools

• Keynote Session - The Investor’s Investor Looks to the Future
  How does a firm focused on multi-generational wealth since 1931 stay relevant to a new generation of investors? Chairman and CEO John Dowd of Fiduciary Trust International explains how investment in digitization will support growth over the next ten decades. 
   

• Emerging Trends, Use Cases and Challenges in Generative AI
  This panel will examine the current adoption of AI in wealth management, upcoming challenges and opportunities in AI, how AI and machine learning are co-existing with other key technologies, and potential best practices for AI. 
   

Emerging Opportunities for Growth

• State of the Union: M&A Perspectives in the RIA Channel
  M&A in the RIA channel has been a hot topic for several years and deal activity shows no signs of slowing down. This panel will look beyond the headlines to uncover the patterns starting to emerge as serial acquirers hone their processes, private equity investments fuel newcomers to the scene and technology vendors take notice of ways to enter the equation. 
   
• Squaring the Wealth Management Circle, or a New Take on Trust
  In recent decades, the trust channel has moved from the center stage of wealth management to the sidelines. This panel looks at how the embrace of RIA-centric technology might energize trust-based operations and delivery. 
   
• Tackling the Retirement Tsunami of Worry to Drive Positive Client Outcomes
  Everyday a new study shows that Americans across age groups are concerned about their ability to retire. Further stoking the flames of uncertainty are debates over how to fix Social Security, whether to change the retirement age and legislation impacting how Americans save for retirement. This panel will explore these questions and more. 
   
• Laying the Groundwork for Success: Cultivating the Next Generation of Financial Advisors
  One-fifth of financial advisors may retire within the next five years. Over this same period, the number of those seeking advice is expected to grow by 20%, yet most wealth managers are ill-prepared. How should firms approach the transition of retiring advisors? And where will they find the new talent to take their place? 
   

• Unlocking the Power of Pricing
  Pricing discipline is key to wealth manager performance. Indeed, data from Wise Insights data shows a significant difference in fee realization between top-performing and bottom-performing firms. However, achieving higher fee realization is not without its challenges, particularly when it comes to smaller accounts. It requires a delicate balance to maintain service efficiency and high levels of fee realization across a broad client base.