Agenda

All Days
Thursday, December 5
7:30 a.m.
Registration Opens
8:30 a.m. - 8:40 a.m.
Opening Remarks: Setting The 2020s Agenda For Private Client Financial Services
8:40 a.m. - 9:10 a.m.
The Next Marathon: Wealthfront’s Vision Of 2030
9:10 a.m. - 9:55 p.m.
What Can Be Done To Preserve Innovation In Wealth Tech If We Are Heading Into A Recession?
9:30 a.m. - 10:10 a.m.
Growth, Acquisitions & Partnerships: What is the Vision for Digital Wealth Over the Next 10 Years?
9:55 a.m. - 10:25 a.m.
Networking Break
10:30 a.m. - 11:15 a.m.
Doing More Than Good To Great: What Does A Business Need To Do To Transform Great CX To Outstanding CX In Wealth Management
• Revolution or Evolution? How to build the bridge as you walk across
11:43 a.m. - 12:33 p.m.
The Pros and Cons of Subscription Pricing
12:33 p.m. - 1:45 a.m.
Networking Lunch & Dessert
1:45 p.m. - 2:25 p.m.
Market Transformation
Masters of UX, AX AND CX
Sponsored by Moxtra
Digital Advice: Amazon Prime is Nothing Without the Trucks
The enterprise digital advice platform is...
Operational Strategy
Pushing For Best: How FI's Can Better Partner with Wealth Managers Using Fintech to Maximize Impact
Many wealth firms are just taking their...
2:30 p.m. - 3:10 p.m.
Market Transformation
Masters of UX, AX AND CX
Sponsored by Moxtra
Operational Strategy
Technology & Operations for Family Wealth & UHNW Investors
3:15 p.m. - 3:40 p.m.
Networking Break
3:40 p.m. - 4:20 p.m.
Market Transformation
Words Matter in the Digital Age: Actionable Strategies for Creating a Transformative Communication Strategy
Masters of UX, AX AND CX
Sponsored by Moxtra
Operational Strategy
The Power of Unified Technology
4:25 p.m. - 5:05 p.m.
Masters of UX, AX AND CX
Sponsored by Moxtra
Building Tools to Better Connect Your Advisors with Their Customers
From chat tools leveraging AI & ML to new predictive analytics platforms, this session will investigate how to build better experiences for both asset managers and clients, what pitfalls to avoid when deploying new tech, and perhaps most importantly, how to create a culture that embraces that tech.
5:10 p.m. - 6:10 a.m.
Networking Reception
Friday, December 6
7:30 a.m. - 8:30 a.m.
Registration & Networking Breakfast
8:30 a.m. - 9:10 a.m.
9:15 a.m. - 9:55 a.m.
Market Transformation
Three Ways Rebalancing Tech Is Disrupting Wealth Management
Join us for this discussion around how:
Operational Strategy
Tech Survey: Where is the Industry With Robo Adoption?
Behavioral finance tools are expected to have the greatest impact on the future of wealth management, according to Financial Planning Tech Survey. The increase of consumer facing budgeting and financial planning apps, like Acorns and Stash, has given clients cheap and easy ways to adjust their investing behavior. What is the impact of behavioral finance apps and how can RIAs utilize new technology to better serve their clients in the face of steep competition?
10:00 a.m. - 10:30 a.m.
Networking Break
10:30 a.m. - 11:00 a.m.
Wealth Management Innovation & The Five New Rules of Client Segmentation & Engagement
Advisors and advisory firms are competing to consolidate assets of aging boomers as many also seek out new business models focused on profitably helping other segments getting no or little advice currently. Technology and data are at the heart of these strategies and in this session we will explore innovation in savings, investing and advice through the lens of client segmentation and answer questions including:
11:00 a.m. - 12:00 p.m.
Mythbusters: What UHNW Investors Really Want And How You May or May Not Be Meeting Their Needs
12:00 p.m. - 1:00 p.m.
Lunch
1:00 p.m. - 1:45 p.m.
Acorns Poised For Growth in 2020
2:30 p.m. - 3:00 p.m.
What Lies Ahead: The Evolution of Tools Designed to Service the Sophisticated HNW Client
2:35 p.m. - 3:00 p.m.
Ten Things I Hate About You: The Client Perspective
3:00 p.m. - 4:00 p.m.
Closing Happy Hour
Conference Concludes With Special Swag for Everyone Who's In the Room at 4:00p.m.
Thursday, December 5
7:30 a.m.
Registration Opens
8:30 a.m. - 8:40 a.m.
Opening Remarks: Setting The 2020s Agenda For Private Client Financial Services
8:40 a.m. - 9:10 a.m.
The Next Marathon: Wealthfront’s Vision Of 2030
9:10 a.m. - 9:55 p.m.
What Can Be Done To Preserve Innovation In Wealth Tech If We Are Heading Into A Recession?
9:30 a.m. - 10:10 a.m.
Growth, Acquisitions & Partnerships: What is the Vision for Digital Wealth Over the Next 10 Years?
9:55 a.m. - 10:25 a.m.
Networking Break
10:30 a.m. - 11:15 a.m.
Doing More Than Good To Great: What Does A Business Need To Do To Transform Great CX To Outstanding CX In Wealth Management
• Revolution or Evolution? How to build the bridge as you walk across
11:43 a.m. - 12:33 p.m.
The Pros and Cons of Subscription Pricing
12:33 p.m. - 1:45 a.m.
Networking Lunch & Dessert
1:45 p.m. - 2:25 p.m.
Market Transformation
Masters of UX, AX AND CX
Sponsored by Moxtra
Digital Advice: Amazon Prime is Nothing Without the Trucks
The enterprise digital advice platform is...
Operational Strategy
Pushing For Best: How FI's Can Better Partner with Wealth Managers Using Fintech to Maximize Impact
Many wealth firms are just taking their...
2:30 p.m. - 3:10 p.m.
Market Transformation
Masters of UX, AX AND CX
Sponsored by Moxtra
Operational Strategy
Technology & Operations for Family Wealth & UHNW Investors
3:15 p.m. - 3:40 p.m.
Networking Break
3:40 p.m. - 4:20 p.m.
Market Transformation
Words Matter in the Digital Age: Actionable Strategies for Creating a Transformative Communication Strategy
Masters of UX, AX AND CX
Sponsored by Moxtra
Operational Strategy
The Power of Unified Technology
4:25 p.m. - 5:05 p.m.
Masters of UX, AX AND CX
Sponsored by Moxtra
Building Tools to Better Connect Your Advisors with Their Customers
From chat tools leveraging AI & ML to new predictive analytics platforms, this session will investigate how to build better experiences for both asset managers and clients, what pitfalls to avoid when deploying new tech, and perhaps most importantly, how to create a culture that embraces that tech.
5:10 p.m. - 6:10 a.m.
Networking Reception
Friday, December 6
7:30 a.m. - 8:30 a.m.
Registration & Networking Breakfast
8:30 a.m. - 9:10 a.m.
9:15 a.m. - 9:55 a.m.
Market Transformation
Three Ways Rebalancing Tech Is Disrupting Wealth Management
Join us for this discussion around how:
Operational Strategy
Tech Survey: Where is the Industry With Robo Adoption?
Behavioral finance tools are expected to have the greatest impact on the future of wealth management, according to Financial Planning Tech Survey. The increase of consumer facing budgeting and financial planning apps, like Acorns and Stash, has given clients cheap and easy ways to adjust their investing behavior. What is the impact of behavioral finance apps and how can RIAs utilize new technology to better serve their clients in the face of steep competition?
10:00 a.m. - 10:30 a.m.
Networking Break
10:30 a.m. - 11:00 a.m.
Wealth Management Innovation & The Five New Rules of Client Segmentation & Engagement
Advisors and advisory firms are competing to consolidate assets of aging boomers as many also seek out new business models focused on profitably helping other segments getting no or little advice currently. Technology and data are at the heart of these strategies and in this session we will explore innovation in savings, investing and advice through the lens of client segmentation and answer questions including:
11:00 a.m. - 12:00 p.m.
Mythbusters: What UHNW Investors Really Want And How You May or May Not Be Meeting Their Needs
12:00 p.m. - 1:00 p.m.
Lunch
1:00 p.m. - 1:45 p.m.
Acorns Poised For Growth in 2020
2:30 p.m. - 3:00 p.m.
What Lies Ahead: The Evolution of Tools Designed to Service the Sophisticated HNW Client
2:35 p.m. - 3:00 p.m.
Ten Things I Hate About You: The Client Perspective
3:00 p.m. - 4:00 p.m.
Closing Happy Hour
Conference Concludes With Special Swag for Everyone Who's In the Room at 4:00p.m.