Lindsay Davis, Moderator, Intelligence Analyst, CB insights, Grant Easterbrook, Co-founder, Dream Forward, Shin Inoue, Founder & CEO, ForUsAll, Kai Stinchcombe, Founder & CEO, True Link Financial

Lee Conrad, Moderator, Senior Editor, Financial Planning, Millie Arora, Political Scientist and Economist, ReD Associates, Nimish Shukla, CFA, Co-Founder and Head of Retirement Income Blueprint Income

Experts point out that the two generations have more similarities than some advisors may think — and both present major potential growth opportunities.

Digital advice is still in its early days, says SigFig CEO Mike Sha.

Mike Sha, Co-Founder and CEO, SigFig

Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.

Noah Kerner, CEO, Acorns and Suleman Din, Technology Editor, Financial Planning

AI: Adding value to the wealth management industry

Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.

Gauthier Vincent, Principal and Wealth Management Leader, Deloitte Consulting LLP, Deborah Waters, Global Head of Private Bank Operations and Technology, Citi, Kraleigh Woodford, Managing Director Head of Digital Client Experience, UBS WM USA