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Better data will propel firms to offer products to a market of one, rather than selling to a mass market.
July 11
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Sebastian Dovey, Moderator, Conference Chair, Randy Bullard, General Manager of Wealth Management, SigFig, Hannah Grove, Managing Director and Chief Marketing Officer, iCapital Network, Jon Stevenson, Head of Wealth Management & Banking, MoneyLion, Kendra Thompson, Managing Director, NA Head of Wealth Management, Accenture
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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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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Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11
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The best time to get hired to manage a billionaire’s money is while your firm is helping to create that fortune.
July 11
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Noah Kerner, CEO, Acorns and Suleman Din, Technology Editor, Financial Planning
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
