Wealth Management in Transition: European and North American Marketplaces

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 virtually 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

Dennis Gallant
Senior Analyst,
Aite Group
Meghna Mukerjee
Senior Analyst,
Aite Group
Wally Okby
Senior Analyst,
Aite Group
Alois Pirker
Research Director,
Aite Group
Sophie Schmitt
Senior Analyst,
Aite Group

Additional speakers to be announced soon.

To view our 2019 event speakers, go here

Agenda at a Glance*

Wednesday, October 21, 2020
*All times are in Eastern Standard Time

8:00am – 8:15am

8:15am – 9:00am

9:00am – 9:45am

9:45am – 10:00am

10:00am – 10:45am

10:45am – 10:50am

10:50pm – 11:20pm

Opening Remarks and Key Findings from Aite Group Research

Panel 1

Panel 2

Networking Break – Virtual Sponsor Showcase

Panel 3

Closing Comments

Networking Virtual Sponsor Showcase

Thursday, October 22, 2020

9:00am – 9:15am

9:15am – 10:00am

10:00am – 10:45am

10:45am – 11:00am

11:00am – 11:45am

11:45am – 12:30pm

12:30pm – 12:35pm

12:35pm – 1:00pm

*Subject to Change

Opening Remarks and Key Findings from Aite Group Research

Panel 1

Panel 2

Networking Break – Virtual Sponsor Showcase

Panel 3

Panel 4

Closing Comments

Networking Virtual Sponsor Showcase

To view our 2019 agenda, go here

Platinum Sponsors

Additional sponsors to be announced soon.

To view our 2019 sponsors, go here

Interested in sponsoring this event?
Please contact us at info@aitegroup.com today to discuss our sponsorship opportunities!