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Analytics for retirement readiness
July 11
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"We're not being judged on what other banks are doing. We're being compared to Amazon and Google," says Kraleigh Woodford, managing director at UBS WM USA.
July 11
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The wealth management firm is using digital tools to smooth the transition for clients and advisors. Here’s how they’re doing it.
July 11
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Michael Kitces, Moderator, Partner and Director of Wealth Management, Pinnacle Advisory, Hollie Fagan, Managing Director, BlackRock, Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet, Kunal Kapoor, CFA, Chief Executive Officer, Morningstar, Inc., Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark, Inc.
July 11
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Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.
July 11
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Perimeter security is broken, says Amber Baldet, former head of blockchain at JPMorgan Chase and founder of fintech startup Clovyr.
July 11
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Kapin Vora, Moderator, Partner, Capco, Amber Baldet, Co-founder, CEO, Clovyr, Vern Brownell, CEO, D-Wave, Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley, Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.
July 11
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Sebastian Dovey, Moderator, Conference Chair, Renée D. Brown, CMO, Retail Financial Services, TIAA, Steven Dorval, President, John Hancock Personal Financial Services LLC, Matt Fellowes, CEO, United Income, Roger Lee, CEO and Co-Founder, Human Interest
July 11
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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
July 11
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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
July 11
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Experts point out that the two generations have more similarities than some advisors may think — and both present major potential growth opportunities.
July 11
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Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11
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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.
July 11
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Noah Kerner, CEO, Acorns and Suleman Din, Technology Editor, Financial Planning
July 10
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AI: Adding value to the wealth management industry
July 10
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Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.
July 10
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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
July 10
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The departure of thousands of brokers may free firms to pivot to different business models, an expert says.
July 10
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The future of wealth management melds technology with a human touch, but firms will face challenges.
July 10
