Investments

Investable assets in digital channels are projected to top $4 trillion by 2022, according to research.

Lindsay Davis, Moderator, Intelligence Analyst, CB insights, Grant Easterbrook, Co-founder, Dream Forward, Shin Inoue, Founder & CEO, ForUsAll, Kai Stinchcombe, Founder & CEO, True Link Financial

Muted core inflation increases and relentless haven flows have kept a lid on longer-dated developed-market yields.

Digital advice is still in its early days, says SigFig CEO Mike Sha.

Mike Sha, Co-Founder and CEO, SigFig

Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.

The departure of thousands of brokers may free firms to pivot to different business models, an expert says.

Retirement investors should ensure that their portfolios can withstand rising interest rates, inflation and recessions.

The future of wealth management melds technology with a human touch, but firms will face challenges.

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.

The firm’s equity-trading business head Ted Pick, promoted to lead its division of investment bankers and traders, is one possible successor.

Data about client behavior will drive better user experiences.

Suleman Din, moderator, Technology Editor, Financial Planning, Amber Baldet, Co-founder, CEO, Clovyr, Vern Brownell, CEO, D-Wave, Salvatore Cucchiara, Head of Wealth Management Technology, Morgan Stanley, Aaron Spradlin, Co-Founder & CEO, cleverDome, Inc.

Investors have found the sector attractive again as Treasury yields dropped to 2.8% in six days.

Clients must still account for gains not incurred through a sale or cash distribution.

Total assets of the fund have increased almost 20 times since December.

The change is needed to better align the interests of RIAs and the custodians that serve them.