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)
  CONCURRENT TRACK SESSIONS
  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
  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)

*Subject to change