Thank you to all of our attendees, speakers, and sponsors for helping to make Aite Group's Wealth Management Roundtable & Networking Forum on The Future of Financial Planning such a success! We look forward to seeing everyone again next year!

Financial Planning: Understanding the Process, Platforms, and Client Value 

The shift to financial planning continues to accelerate, driven by consumers’ increasing demand for advice, innovative technology and digital capabilities, and the need for wealth management firms and financial advisors to demonstrate value with investors. Similar to the transition to fee-based or advisory services, success in financial planning will involve a firm-wide strategy that includes cultural and organizational changes, technology or platform selection and integration, an expanded product and service offering, compensation changes, and extensive training and practice management support.

Join Aite Group's Wealth Management analysts to:

• Hear from industry experts and executives and find out how leading firms are tackling the transition to financial planning and the strategic and tactical decisions taken to be successful
• Discover how leading financial institutions are positioning financial planning and identifying the models employed to service clients across age and wealth tiers
• Network with your peers and share best practices and lessons learned to shape the next generation of wealth management practices