Special Program Root Tag

Dr. Sindhu Joseph, co-founder and CEO of CogniCor, a Morgan Stanley-backed provider of AI-enabled digital assistants and business automation platforms for the financial services industry, will explore the growing role of AI within wealth management, the risks and limitations of today's solutions and future impact of this technology across this space.

We will discuss alternative business solutions and resources that can help solve what are some of the most important and the highest cost areas of running a practice so advisors can more strategically compete and deliver long-lasting value that drives client loyalty and profitable results.

This session will look at the cybersecurity trends of 2023 and how wealth managers can protect themselves.

Join this session to learn where tech works - and where it doesn't. 

In this panel discussion, we will explore ways for financial advisors to engage with clients to build deep, long-term relationships.

 In this session, panelists will discuss the practical applications of AI in today's industry, ponder where these innovations may take us tomorrow, and explain how the cutting-edge tech is helping firms grow in a more human way.

In this case study, you'll hear what motivated TPFG's approach to their building their wholesalers' tech stack and how CapIntel helped deliver a story-driven, impactful way for advisors to present their fund information.

In this engaging presentation, Dr. Daniel Crosby will make the case that AI will actually increase the impact and importance of human advice, and demonstrate how tech can work hand-in-hand with a deep understanding of human psychology to bring about better client outcomes.

Panelists include Anne Lester, former JPMorgan Asset Management Head, and Matt Reiner, Managing Partner & Senior Investment Advisor.

A series of technology-focused presentations for new products and services you can visualize integrating into your workflows.

A series of technology-focused presentations for new products and services you can visualize integrating into your workflows.

Northwestern Mutual surveyed 2,740 Americans on their expectations for the U.S. economy in 2023.

A series of technology-focused presentations for new products and services you can visualize integrating into your workflows.

This case study will detail how UBS Wealth Management successfully introduced social media to their advisors globally.

Panel discussion on compliance challenges when going independent and the cost of non-compliance" Launching an Independent RIA can be one of the most rewarding and challenging undertakings of an Adviser's career.

In this session, we'll present Vanguard's portfolio construction framework, a model-based system built into digital technology platforms that enable customization, scalability and internal consistency of Vanguard multi-asset offers. Roger Aliaga-Diaz, Vanguard's Global Head of Portfolio Construction, will discuss the evolution of the 60/40 portfolio. 

Get more robust participation from the Millennials-and-younger crowd and all the wins that come with it.

This session will help wealth managers make the most of their future compliance investments, and leverage those decisions to deliver ROI long-term.

Please join us as Matt Reiner explores the truth about the future of the financial advisor.

Wealth managers are just beginning to digitize their client onboarding process. Digitizing each element of the process can increase advisor efficiency, improve client satisfaction, and establish a solid foundation for a robust ongoing relationship