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
Who should attend:
- Heads of wealth management
- Directors of financial planning/advice
- Heads/VPs of strategy
- Heads/VPs of digital strategy
- Heads of advisor training and development
Aite Group Event Chairs and Moderators
Featured Speakers
Agenda at a Glance*
7:45am – 8:15am Registration and Networking Breakfast
8:15am – 8:30am Opening Remarks and Key Findings from Aite Group Research
8:30am – 9:15am Panel 1 – Modernizing the Delivery of Financial Planning
9:15am – 10:00am Panel 2 – Goal-Based Wealth Management
10:00am – 10:20am Sponsor Showcase & Networking
10:20am –11:05am Panel 3 – Financial Wellness: Health, Wealth, and Beyond
11:05am –11:50am Panel 4 – Building the Foundation: Data, Account Aggregation, and Reporting
11:50am – 11:55am Closing Comments
11:55am – 12:15pm Sponsor Showcase & Networking
*Subject to change
Platinum Sponsors
Venue
35 West 44th Street
New York, NY 10036
212-827-1273