Direct indexing is primed to grow at an annualized rate of more than 12% over the next five years, faster than traditional financial products, such as mutual funds, exchange-traded funds (ETFs), and separate accounts. What should advisors be prepared for in the future?

In this session, Head of Product for Goldman's Personal Financial Management business, Cynthia Loh, will discuss what the firm is doing to enhance client web and mobile apps to better serve advisors so they can help clients minimize financial stress and maximize their return on life—today and tomorrow.

An engaging session featuring Ric Edelman on where crypto should fit into advisors' work and clients' wealth management portfolios.

Investors in wealth management share where they're placing their bets, what's exciting them in terms of technology as a gamechanger and which fintechs to fear and partner with.

Marius Bogoevici, chief solutions architect, Red Hat; Aric Rosenbaum, chief technologist, Global FSI, Red Hat

The wealth management industry has experienced significant consolidation over the last number of years, but will 2022's market turbulence put a pause to a multiyear record of M&A volume?

This session will dissect the component parts of wealth advice through the eyes of consumers. The findings will help attendees see the key drivers of value and help determine where to place their modernization bets.

In this panel discussion, InvestCloud will speak with Harsh Kumar about how Citi Alliance has leveraged InvestCloud's digital capabilities to design, build and deploy an integrated banking solution, now available to wealth management firms around the world.

Applying psychology to investment outcomes has become an increasingly popular strategy.

A look at her passion for increasing diversity in the industry, and wealthtech trends on the horizon.