Trends in Digital Wealth Management with Forward Thinkers

This exclusive roundtable explores how digital platforms, real-time market data, user-centric design, and enterprise-wide adoption are transforming wealth management. We'll delve into goal-based planning, modern portfolio construction, and the future of financial news and research. Discover how leading organizations are embedding digital capabilities across their operations -- from data frameworks and compliance to advisor workflows and cultural shifts. Learn how AI-driven solutions and customized analytics can enhance decision-making, empower clients, and modernize wealth management offerings at scale.

Designed as an interactive session, the roundtable will feature:

• A forward-looking discussion on major trends emerging in 2025, including the rise of direct indexing, a new generation of wealth driven by unprecedented transfers, the surge of sustainable investing, and how advisor recruitment pressures are reshaping the industry.
• Discussion on demographic shifts and the elevated engagement expectations for new generations of investors.
• Open Q&A to exchange insights and explore next steps.

Throughout the session, we will delve into how leading firms are transforming core processes to leverage technology effectively. Attendees will learn how to deliver seamless omni-channel experiences, interpret data-driven insights, and ensure future-readiness through scalable platform architectures.

What You'll Learn

Evolving Trends:

• Actionable strategies for improving digital wealth experiences
• Updates on how AI, data analytics, and hybrid advisory are reshaping investor expectations
• Examination of enterprise adoption strategies in digital wealth -- where organizations stand on technology integration, cybersecurity, and compliance

Goal-Based Planning in Practice:

• New frameworks and prototypes for personalized client journeys
• Recent pilot outcomes: user adoption, engagement metrics, and ROI
• Balancing customization with scalable, vendor-neutral solutions for robust enterprise readiness

Modern Portfolio Construction:

• Integrating real-time data and financial news into portfolio decisions
• Thematic investing, and next-gen investor preferences
• Handling risk management, regulatory compliance, and operational efficiency in fast-paced market environments

Enterprise Adoption in Digital Wealth:

• Embedding digital capabilities into every layer of the organization, from advisor workflows to client engagement models
• Building robust data frameworks, automated workflows, and secure compliance measures for operational efficiency
• Cultivating a digital-first culture through upskilling, improved collaboration, and agile technology platforms

Challenge & Opportunities Ahead:

• Bridging generational gaps: Boomers, Gen-X, Millennials, Gen Z, and shifting expectations/investment landscapes
• Latest research on how timely, event-driven insights are underutilized -- yet vital
• AI-driven personalization and workforce upskilling: anticipating client needs in real-time
• Strategies for continuous innovation -- from prototypes and pilot programs

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