Wealth management

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.

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.

The two LPL rivals show confidence in their current paths, but they both now have important vacancies to fill.

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

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

Labor costs often make up the largest expense for firms. Follow these approaches for an equitable and rewarding structure.

The practice has grown rapidly, but it now faces a major decision about its IBD plans following the announcement of Advisor Group’s acquisition.

The wirehouse has lost at least 123 advisors managing $15.7 billion in client assets year-to-date, according to other firms’ hiring announcements.