Special Program Root Tag

The wealth management industry has experienced significant consolidation over the last number of years, but will 2022's market turbulence put a pause to a multiyear record of M&A volume?

Andrew Altfest, president, Altfest Personal Wealth Management; Iraklis Kourtidis, CEO, Rowboat Advisors; Sam Palmer, head of strategy, Digital Wealth Planning & Advice, J.P. Morgan Wealth Management

Ben Cruikshank, head of Flourish, Flourish; Laura Varas, CEO and founder of Hearts & Wallets

Mitali Prasad, portfolio manager & research analyst at Trillium Asset Management; Edward Allen, managing director and head of ESG & climate client coverage at Americas, MSCI

Gavin Spitzner, president at Wealth Consulting Partners; Andrew Smith Lewis, special advisor at CAIS; Koley Corte, senior vice president and global head of business transformation at AllianceBernstein

Michael Diamond, product area leader, Core Investments, at Fidelity; Maxwell Lane, head of product at Flourish

Nicole Cope, head of advisors at Ally Wealth; Jeff Scafer, CEO and co-founder at CommonGood Capital

Most digital experiences clients interact with — including music, clothing, books, entertainment and social media — have become hyper-personalized. Despite this, investments are often managed with a "one-size-fits-all" approach. Learn how AI-powered technology can empower wealth managers to grow their businesses through investment personalization at scale.

David Snider, founder & CEO of Harness Wealth; Jay Jiyuan Wu, founder and director atNovus Power; Oleg Tishkevich, CEO at Invent.us

Carolyn Kim Allwin, head of ESG at Capco; Aubre Clemens, global head of sustainable research at JP Morgan; Amantia Muhedini, sustainable investing strategist at UBS; Roseliny Genao, vice president, investing with impact/D&I analyst, Global Investment Manager Analysis at Morgan Stanley

This session will dissect the component parts of wealth advice through the eyes of consumers. The findings will help attendees see the key drivers of value and help determine where to place their modernization bets.  

An independent investigation found no evidence of a pact with Wells Fargo’s attorney but omitted mention of the other big questions emanating from the case.

A fireside chat with Julia Carreon, MD at Citi Global Wealth.

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.  

In this panel discussion, InvestCloud will speak with Harsh Kumar about how Citi Alliance has leveraged InvestCloud's digital capabilities to design, build and deploy an integrated banking solution, now available to wealth management firms around the world.

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.

Applying psychology to investment outcomes has become an increasingly popular strategy.

A look at her passion for increasing diversity in the industry, and wealthtech trends on the horizon.