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David Bholat is a non-executive director of the London Community Credit Union. He was previously head of data science (AI/ML) for Barclays U.K. and senior manager in advanced analytics at the Bank of England.

Competitors to the giant custodians say they're developing their own programs even as members of existing networks push back against some of the criticism.

Concetta Yates is vice president of customer strategy and industry solutions at SS&C Blue Prism. She was formerly a systems engineer at Cisco, senior principal product strategy manager at Oracle and a director at VMware and Cohesity.

How to use, govern and adopt AI were some of the main themes from the Monday event.

Merrill president and co-head Lindsay Hans said the firm is well-positioned for the "largest asset-gathering opportunity that FAs have seen in decades."

The leaders of the group specializing in serving high net worth families were seeking to run their business entirely on a fiduciary basis.

The organization, launched about five years ago by Troy Prince, is seeking more industry collaboration on its mission of "changing the face of Wall Street."

Amitabh Kant is the G20 Sherpa of India during its presidency year. He was CEO, NITI Aayog (National Institution for Transforming India) — the Government of India's premier policy think tank. Prior to that, he was secretary of the Department of Industrial Policy & Promotion.

The Wall Street giant is staggering under its plan to shift back to serving primarily the ultrawealthy.

Mary Ellen Iskenderian is president and CEO of Women's World Banking, the global nonprofit devoted to giving low-income women in the developing world access to the financial tools and resources they require to achieve security and prosperity. She is also the president and CEO of Women's World Banking Asset Management, which invests in growing businesses with innovative solutions that enable women to achieve economic empowerment.