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.

Jennifer Wing, SVP, head of asset management at GeoWealth; Rod Sayegh, managing director, head of digital strategy & programs at Fiduciary Trust Company International; Samantha Russell, chief evangelist at FMG.

Join Riskalyze CEO Aaron Klein as he highlights how advisors can redefine the client experience, identify ways to highlight strengths and opportunities in their firm while negating weaknesses and threats, and use technology to elevate financial advice to a better future.  

Chip Castille, CEO and Founder, GoalBased Investors; Michelle Tran, SVP, Head of Enterprise Sales, Vestwell

Margaret Hartigan, CEO of Marstone; Shruti Joshi, COO of Facet Wealth.