| 8:00 AM - 9:00 AM |
Registration and Networking |
| 9:00 AM - 9:30 AM |
Opening Remarks & Key Findings by Aite-Novarica Group |
| 9:30 AM - 10:00 AM |
Fireside Chat – The Next Phase of Digital Advice |
| 10:00 AM - 10:20 AM |
Networking Break (Sponsor Showcase) |
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CONCURRENT TRACK SESSIONS |
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Business & Operating Model |
Digital Wealth |
Product Revolution |
| 10:20 AM - 11:05 AM |
Changing the asset management proposition: What does the future hold? |
Client engagement models: How to get ahead of customer expectations? |
Environmental, social, and governance data: How to overcome the data challenge? |
| 11:10 AM - 11:55 AM |
The democratization of private markets: When will innovation become gains for all? |
Digitizing the client life cycle: Big challenges or big benefits? |
Direct indexing asset management perspective: How can asset managers plan for the 2025 landscape |
| 12:00 PM - 1:00 PM |
Networking Lunch |
| 1:00 PM - 1:30 PM |
Solutions Spotlight |
Solutions Spotlight |
Solutions Spotlight |
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CONCURRENT TRACK SESSIONS |
| 1:30 PM - 2:15 PM |
Data and analytics: What is fueling sales and service for wealth managers? |
Turning client reporting into digital engagement: How do leading companies support growth and retention? |
Direct indexing wealth management perspective: What is the demand for retail portfolio customization? |
| 2:15 PM - 3:00 PM |
Beyond TAMPs: What’s next for evolving investment/advice platforms? |
Marketing automation and sales enablement: What does today’s advisor toolkit demand? |
Alternative investments: How to scale distribution? |
| 3:00 PM - 3:20 PM |
Networking Break (Sponsor Showcase) |
| 3:20 PM - 4:05 PM |
Wealth-management-as-a-service: What is the true business opportunity? |
Client migration across the advice continuum: How to grow old together? |
Digital assets: Are they ready for prime time? |
| 4:10 PM - 4:40 PM |
General Session–Fireside Chat |
| 4:40 PM - 4:50 PM |
Closing Comments |
| 4:50 PM - 6:00 PM |
Networking & Cocktail Reception |
| 6:30 PM - 8:00 PM |
Aite-Novarica Group Digital Wealth Management Impact Awards Presentation & Dinner (Invitation Only) |