Direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, faster than traditional financial products, such as mutual funds, exchange-traded funds (ETFs), and separate accounts. What should advisors be prepared for in the future?
In this session, Head of Product for Goldman's Personal Financial Management business, Cynthia Loh, will discuss what the firm is doing to enhance client web and mobile apps to better serve advisors so they can help clients minimize financial stress and maximize their return on life—today and tomorrow.
An engaging session featuring Ric Edelman on where crypto should fit into advisors' work and clients' wealth management portfolios.
Investors in wealth management share where they're placing their bets, what's exciting them in terms of technology as a gamechanger and which fintechs to fear and partner with.
Marius Bogoevici, chief solutions architect, Red Hat; Aric Rosenbaum, chief technologist, Global FSI, Red Hat
The wealth management industry has experienced significant consolidation over the last number of years, but will 2022's market turbulence put a pause to a multiyear record of M&A volume?
This session will dissect the component parts of wealth advice through the eyes of consumers. The findings will help attendees see the key drivers of value and help determine where to place their modernization bets.
In this panel discussion, InvestCloud will speak with Harsh Kumar about how Citi Alliance has leveraged InvestCloud's digital capabilities to design, build and deploy an integrated banking solution, now available to wealth management firms around the world.
Applying psychology to investment outcomes has become an increasingly popular strategy.
A look at her passion for increasing diversity in the industry, and wealthtech trends on the horizon.
Hear from a leader at a prominent institution to learn more about how they are successfully delivering differentiated retirement income solutions through digital innovation that optimizes the role of advisors.
Join EY-Parthenon, one of the largest global strategy consulting firms, as it discusses the future of the RIA industry with a panel of distinguished industry leaders representing some of the most prominent firms in the RIA ecosystem.
In this session we will share the results from Financial Planning's annual survey of financial advisors exploring the technology trends shaping the wealth management industry.
New data by Arizent's Research Team, sponsored by ServiceNow, on workforce needs in the industry.
The robo-advisor market has exploded in recent years. Is that growth sustainable?
Financial wellness programs have become a critical component of workplace benefits that can help attract and retain talented employees.
Whether it's crypto, angel investments or other alternatives, more investors are looking for non-traditional investments in their portfolios and retirement accounts.
Andrew Altfest, president, Altfest Personal Wealth Management; Iraklis Kourtidis, CEO, Rowboat Advisors; Sam Palmer, head of strategy, Digital Wealth Planning & Advice, J.P. Morgan Wealth Management
Ben Cruikshank, head of Flourish, Flourish; Laura Varas, CEO and founder of Hearts & Wallets
Mitali Prasad, portfolio manager & research analyst at Trillium Asset Management; Edward Allen, managing director and head of ESG & climate client coverage at Americas, MSCI
Gavin Spitzner, president at Wealth Consulting Partners; Andrew Smith Lewis, special advisor at CAIS; Koley Corte, senior vice president and global head of business transformation at AllianceBernstein
Michael Diamond, product area leader, Core Investments, at Fidelity; Maxwell Lane, head of product at Flourish
Nicole Cope, head of advisors at Ally Wealth; Jeff Scafer, CEO and co-founder at CommonGood Capital
Most digital experiences clients interact with — including music, clothing, books, entertainment and social media — have become hyper-personalized. Despite this, investments are often managed with a "one-size-fits-all" approach. Learn how AI-powered technology can empower wealth managers to grow their businesses through investment personalization at scale.
David Snider, founder & CEO of Harness Wealth; Jay Jiyuan Wu, founder and director atNovus Power; Oleg Tishkevich, CEO at Invent.us
Carolyn Kim Allwin, head of ESG at Capco; Aubre Clemens, global head of sustainable research at JP Morgan; Amantia Muhedini, sustainable investing strategist at UBS; Roseliny Genao, vice president, investing with impact/D&I analyst, Global Investment Manager Analysis at Morgan Stanley
A fireside chat with Julia Carreon, MD at Citi Global Wealth.