Wealth management

Better data will propel firms to offer products to a market of one, rather than selling to a mass market.

Sebastian Dovey, Moderator, Conference Chair, Randy Bullard, General Manager of Wealth Management, SigFig, Hannah Grove, Managing Director and Chief Marketing Officer, iCapital Network, Jon Stevenson, Head of Wealth Management & Banking, MoneyLion, Kendra Thompson, Managing Director, NA Head of Wealth Management, Accenture

"We're not being judged on what other banks are doing. We're being compared to Amazon and Google," says Kraleigh Woodford, managing director at UBS WM USA.

The wealth management firm is using digital tools to smooth the transition for clients and advisors. Here’s how they’re doing it.

Michael Kitces, Moderator, Partner and Director of Wealth Management, Pinnacle Advisory, Hollie Fagan, Managing Director, BlackRock, Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet, Kunal Kapoor, CFA, Chief Executive Officer, Morningstar, Inc., Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark, Inc.

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.

Perimeter security is broken, says Amber Baldet, former head of blockchain at JPMorgan Chase and founder of fintech startup Clovyr.

Kapin Vora, Moderator, Partner, Capco, 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.

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

Mike Sha, Co-Founder and CEO, SigFig

The best time to get hired to manage a billionaire’s money is while your firm is helping to create that fortune.

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.

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

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.