Exhibit Hall Opens - Network with Sponsors 
9:30 AM–10:00 AM

 Opening Remarks and Key Findings from Aite-Novarica Group
10:00 AM–10:10 AM

Fireside Chat: The Next Phase of Digital Advice 
10:10 AM – 10:30 AM

DIGITAL ENGAGEMENT TRACK

PRODUCT AND SERVICES TRACK

Digitalization of Asset Manager and Product Provider Support
10:30 AM – 11:15 AM

The Future of Digital Investment Management
10:30 AM – 11:15 AM

Networking Coffee Break – Virtual Sponsor Showcase
11:15 AM - 11:30 AM

Client Migration Across the
Advice Continuum
11:30 AM – 12:15 PM

Data and Analytics Fueling Sales and Service for Wealth Managers
11:30 AM – 12:15 PM

Building a D2C Digital Asset Strategy

12:15 PM – 1:00 PM

Digitizing the Client Life Cycle –Optimizing the Journey Ongoingly
12:15 PM – 1:00 PM

Impact Awards Presentation & Networking Lunch Break
1:00 PM - 1:30 PM

Integrating Personalized Investing and Advice: Risks and Opportunities
for Wealth Managers
1:30 PM - 2:15 PM

Turning Client Reporting Into
Digital Engagement

1:30 PM -2:15 PM

Closing Comments
2:15 PM -2:20 PM

Exhibit Hall - Network with Sponsors
2:20 PM - 3:00 PM