As $124 trillion in wealth transfers reshape the industry, how are the largest platforms rethinking advice? This roundtable conversation between Steve Quirk, Chief Brokerage Officer of Robinhood, and Will Trout, Director of Datos Insights’ Wealth Management group, examines trends such as the rise of agentic trading, the convergence of advised and self-directed investing, and the migration of client assets into digital assets and alternatives. Attendees will confront the dynamics forcing traditional firms to evolve their tech stack and value propositions or cede younger, upwardly mobile clients to platforms built for this moment.