Agenda
Agenda Highlights
This year's comprehensive agenda features thought-provoking panel discussions and interactive executive roundtables designed to address the most pressing challenges facing wealth management professionals today.
Sessions will explore these four cutting-edge topics that financial institutions can't miss:
Agenda at a Glance
| Thursday, October 16, 2025 | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
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| 7:30 AM - 8:00 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:00 AM - 8:10 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:10 AM - 8:40 AM | Andy Blocker - Invesco, Ltd. | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 8:40 AM - 9:10 AM | Bob Oros - Hightower | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:10 AM - 9:40 AM | Julie Conroy - Datos Insights | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 9:40 AM - 10:10 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:10 AM - 10:50 AM | Michael Liersch - Wells Fargo Bank | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 10:50 AM - 11:20 AM | Doug Trott - Datos Insights | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:20 AM - 11:25 AM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 11:25 AM - 12:05 PM | Sarah Tipple - Bernstein Private Wealth Management | ||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 12:05 PM - 1:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:00 PM - 1:30 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 1:30 PM - 2:00 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:00 PM - 2:05 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:05 PM - 2:55 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 2:55 PM - 3:40 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 3:40 PM - 4:20 PM | Tom Selman - Scopus Financial Group Daniel Gutman - Prudential | Rod Sayegh - Fiduciary Trust International | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:20 PM - 4:25 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:25 PM - 4:55 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 4:55 PM - 5:25 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
| 5:25 PM - 6:30 PM | |||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||||
*Subject to change
Sessions by Topic
Panel Discussion: The Future of Platform Integration-Building the Ultimate Advisor Workstation
The wealth management technology landscape is at a critical inflection point. With over 50 technology vendors in the market and RIA adoption of sophisticated platform solutions at only 40% to 60%, this represents a massive US$1.2 trillion to 1.3 trillion AUM opportunity for technology transformation. Yet according to recent research, nearly all wealth managers struggle with a common pain point: getting accurate performance data—particularly for alternatives—correctly calculated and integrated into their technology stacks. The importance of efficient platform integration is underscored by the widespread adoption of model portfolios - 83% of advisors now offer these solutions, with an average of 53% of their clients placed in model portfolios. This panel brings together industry leaders who are successfully tackling the complex challenges of creating a truly unified advisor experience.
This panel will focus on:
Panel Discussion: The Path to Personalization Through Behavioral Finance
The impact of investors’ cognitive biases on long-term wealth accumulation is significant. Accounting from behavioral finance is paving the way to enabling a wholistic and personalized wealth management experience. This transformation is timely, as goals-based approaches have become dominant in the industry - 31% of advisors primarily use goals-based planning, while another 57% combine it with cash-flow-based approaches. This trend extends to investment management, with 38% of advisors now managing goals-based portfolios for half or more of their clients. This panel will explore how behavioral insights have transformed investment decision-making and client interactions through various means:
Datos Keynote: Segmentation for Growth
Learn how AI and advanced analytics are helping wealth managers transcend AUM-based models and achieve client segmentation at scale.
Executive Roundtables
Panel Discussion: AI-Powered Wealth Management: From Digital Transformation to Revenue Generation
The wealth management industry is at a pivotal moment in AI adoption, with over one-third of firms planning to invest more than US$50 million in AI initiatives over the next two years. Yet a clear divide is emerging—while 63% of firms with over $50 billion AUM report advanced AI/ML execution capabilities, only 14% of smaller firms say the same. This technological divide is particularly significant given that online broker-dealers have been the fastest-growing segment, with client assets growing 17% annually since 2016, compared to 11% for the industry overall. This panel brings together industry leaders who are successfully deploying AI to drive measurable business outcomes across their organizations.
This panel will focus on:
Panel Discussion: Building Margins and Relationships Through Value-based Pricing
Pricing strategy is an underutilized profitability lever. Discover real-world approaches to aligning fees with service delivery.
Executive Roundtables
Panel Discussion: The Rise of Private Markets: Implications for Wealth Managers
Private credit and private equity have enjoyed explosive growth in recent years. Private-market assets topped US$15 trillion in 2024, and now investment solutions incorporating these assets are becoming widely available to nonaccredited investors. This panel will examine how wealth managers are responding to client demand by adjusting their asset allocation and portfolio construction approaches to incorporate these assets into portfolios for nonaccredited clients. Issues to be discussed include: • The role that hybrid public-private market solutions are beginning to play in retail asset allocation models and model portfolios • Training and supporting advisors to speak to clients about private-market solutions • How wealth managers evaluate the pros (benefits) and cons (risks) of introducing private-market solutions into portfolios of nonaccredited clients • The challenges of “optimizing” asset allocation with illiquid asset classes.
Industry Keynote: Market Strategy for Wealth Managers in Volatile Times
A Washington insider's view on how politics are driving the market and how wealth managers can help clients manage uncertainty.
Industry Keynote: Looming Growth Crisis: Why Your Client Base May Be a Ticking Time Bomb
This interactive dialogue examines the alarming reality facing wealth management today: aging client bases are spending down assets while traditional referral engines stall. Conversation will reveal how successful firms are revitalizing their growth strategies by returning to fundamental business-building approaches and targeting younger clients with growth potential. Attendees will learn practical ways to restart the virtuous cycle of sustainable practice growth before they hit the dangerous Mendoza line of break-even performance.
Industry Keynote: Three Game-Changing Pillars for Elite Client Growth
Hear an industry expert's take on ways to transform trust and estate planning and expand services across client segments.
Executive Roundtables
Panel Discussion: Navigating the New Frontier: Rollovers Under PTE 2020-02
Datos Insights advisors and leading ERISA experts unpack the complex landscape of retirement account rollovers under PTE 2020-02. Panelists will dive deep into the Department of Labor's enhanced standards for rollover recommendations, examining how firms are implementing robust processes to demonstrate that rollovers are in retirement investors' best interest:
The panel will feature real-world case studies and interactive Q&A sessions, giving attendees practical takeaways they can implement in their own organizations.
Fireside Chat: Outsmarting the Fraudsters
Learn how criminals are actively targeting the wealth management industry's blind spot, and what firms must do to protect themselves.
Executive Roundtable