Thank you for an outstanding Wealth Management Forum!

150 executives from 50+ institutions came together on October 10, 2024 to discuss how wealth managers can leverage data and innovation to supercharge advice delivery.  

Save the date for next year's event, October 16, 2025, in New York City!

PRE-REGISTER

Click here to be notified when registration opens for the 2025 Wealth Management Forum.

REQUEST SPONSOR INFORMATION

Contact us to inquire about 2025 sponsorship opportunities.  Early Bird pricing is available through December 31, 2024.

Why Executives Attend the Wealth Management Forum

Benefits of Attending

  • Participate in interactive discussions covering the industry’s hottest topics, from generative AI and alternative assets to channel convergence, platform evolution, and regulatory change.
     
  • Exchange ideas through intimate networking sessions with wealth management executives, leading technology providers, and thought leaders from Datos Insights. Come away with new ideas, new solutions, and new contacts who can help you achieve your goals.
     
  • Gain proven recommendations on how to position your organization for success in today’s market from practitioners blazing new trails. 
     
  • Hear from Datos Insights advisors about key trends affecting the industry and get insight on what’s next.
     
  • Share best practices and lessons learned across the breadth of wealth management—lessons that will shape your business for the balance of 2024 and prepare you to meet 2025 fully armed.

Who Attends

This event is designed for senior executives at wealth management firms focused on advisor and customer experience, digital and product strategy, and end-client service delivery. The program will address both the revenue and cost side of wealth management activities. Representative attendee titles include:

  • Chief operating officers
  • CTOs
  • Heads of wealth management
  • Heads/VPs of digital 
  • Heads/VPs of operations
  • Heads/VPs of strategy

Registration is complimentary for qualified senior wealth management executives (C-level, SVP, head of function) who focus on advisor and customer experience, digital and product strategy, and end-client service delivery at financial institutions.

Featured Speakers 2024

Keynote Speaker

Special Guest Speaker


John Dowd
Chairman of the Board and Chief Executive Officer
Fiduciary Trust International

Gregory Coleman
Founder
Coleman Worldwide Advisors LLC

Jerone Abueva
Director, B2B Solutions Business Development
Samsung Electronics America

Greg Beltzer
Head of Technology
RBC Wealth Management

Jim Bertles
Managing Director
Alti Tiedemann Global

Ilan Davidovici
Partner
Edward Jones

Kathryn Delcavo
Vice President, Strategy
Prudential Financial

Lydia DiClemente
Head of the Advisor Development Program Field Leadership
Merrill Lynch

Tim Foley
Head of AI Accelerator
LPL Financial

Robert Goff
Vice President, Succession and Acquisition Consulting Group
Raymond James Financial

Jane Gulian-Moiroux
VP & Nt'l Dir, Invest Platform • Investment Management
BMO

Kate Healy
CEO & Founder
AdvoKate IQ, LLC

Anton Honikman
CEO
MyVest

Rosemary Hueser
SVP Manager of Advisor Trust Services
BOK Financial

Nitesh Kadakia
Head of Innovation & Advisor Platforms
Merrill Lynch

Manish Malhotra
Founder and CEO
Income Discovery

Paresh Mutha
SMD, Head of Advice Strategy and Experience
TIAA

Paige Nelson
VP and Senior Manager
Capital Group

Angie O'Leary
Head of Wealth Planning
RBC Wealth Management

Kara Pass
President and CEO
Market Street Trust Company

Mike Rieker
Director, Inorganic Growth Consulting
Constellation Wealth Capital

Amanda Robinson
VP, Portfolio Solutions
Fidelity Investments

Abby Salameh
Chief Growth Officer
RFG Advisory

Paramita Sarkar
Head of Product Strategy, Insurance and Annuities, ESG, Performance Reporting and Analytics
Ameriprise Financial

Ken Stern
President
Lido Advisors

Gabriela Weiss
Principal
Advent International

Event Chairs and Moderators


Lisa Asher
Strategic Advisor
Datos Insights

Wally Okby
Strategic Advisor
Datos Insights

William Trout
Director, Securities & Investments
Datos Insights

William Whitt
Strategic Advisor
Datos Insights

Premier Sponsor 2024

Platinum Sponsors

Supporting Sponsors 2024

Interested in sponsoring or speaking at this event?
Please email events@datos-insights.com for more information on our sponsorship and speaking opportunities