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

Greg O'Gara
Senior Analyst,
Aite Group
Alois Pirker
Research Director,
Aite Group
Dennis Gallant
Senior Analyst,
Aite Group

Featured Speakers

Mark Goines
Chief Strategy Officer & Vice Chairman,
Personal Capital
Tina Hurley
Managing Director,
Individual Advice & Planning,

Eric B. Lordi
Managing Director &
Head of Platform Development,
Morgan Stanley Wealth Management

Lorna Sabbia
Managing Director, Head of Retirement & Personal Wealth Solutions,
Bank of America

Brent Weiss
Chief Evangelist &
Facet Wealth
Lisa Graham
Director, Product Management,
Financial Planning,
eMoney Advisor

Anton Honikman

David Lessing
Chief Revenue Officer,

Fahd Rachidy
Founder and CEO,

Michael Rodgers
EVP and Head of Product Marketing,

Bryan Sachdeva
Product Director, Digital Wealth Platform,

Anthony Stich
Chief Operating Officer,
NaviPlan by Advicent

Danny Streiff
VP Strategic Partner Sales,

Kate Sullivan
Managing Director,
Accenture Wealth Management

Agenda at a Glance*

Tuesday, November 19, 2019

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

Interested in sponsoring this event?
Please contact us at today to discuss our sponsorship opportunities!


Harvard Club of New York City
35 West 44th Street
New York, NY 10036