Noah Kerner, CEO, Acorns and Suleman Din, Technology Editor, Financial Planning

AI: Adding value to the wealth management industry

Needs of wealthy clients are "a lot more complex," says Kraleigh Woodford, managing director and head of digital client experience at UBS Wealth Management.

Gauthier Vincent, Principal and Wealth Management Leader, Deloitte Consulting LLP, Deborah Waters, Global Head of Private Bank Operations and Technology, Citi, Kraleigh Woodford, Managing Director Head of Digital Client Experience, UBS WM USA

New financial products may be exciting for wealth managers — but one group of people isn't benefitting, warns Neesha Hathi, the chief digital officer for Charles Schwab.

The business case for going digital

Acorns, the mobile microinvesting company, wants to be known for helping customers manage saving and spending — and that's it, CEO Noah Kerner says.

Data about client behavior will drive better user experiences.

They want help with their money — and they don’t mind their own data being analyzed, JPMorgan’s Kelli Keough said at the In|Vest conference.

There are serious consequences for firms that do not embrace the latest tech tools, says Kelli Keough, the global head of digital wealth management for JPMorgan Chase.

Beyond investing...Our opportunity to help customers more holistically

The insurance giant and No. 6 IBD made Alexa Von Tobel its chief innovation officer following the closure of the planning startup it acquired in 2015.

SmartAsset provides personal finance information and tools to over 45 million users per month, says the firm.

The wealth management platform of the future can manage client finances without having to interact with advisors, says Wealthfront CEO Andy Rachleff.

The No. 1 IBD launched an investment offering aimed at the distributed ledger technology its research unit says could disrupt nearly every industry.

Walt Bettinger also took aim at robo advisors at the Morningstar conference.

The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.

Banks are opting for a hybrid approach, augmenting in-person advice with digital guidance.

Industry leaders discuss advancements in technology, the increasing focus on ESG and developments in ETFs.

Mobile wealth management products have grown 300% in the past year, with retail banks serving up the majority. But there's an opportunity for RIAs to improve the client experience.