AGENDA

Oct

01

Oct

08

Oct

15

Opening remarks
1:15 PM - 1:20 PM

Sean Allocca, Deputy Managing Editor, InvestmentNews

Opening Keynote: Reframing the Role of Technology In Creating a Great Client Experience
1:20 PM - 1:55 PM

SPEAKER:  Michael E. Kitces, MSFS, MTAX, CFP®, CLU, CHFC, RHU, REBC, CASL, Head of Planning Strategy, Buckingham Wealth Partners

The Virtual Financial Advisor: Delivering personalized advice in the digital age
1:55 PM - 2:55 PM

For the future of financial wellness, there is an expanded scope for the expertise that people expect advisers to provide. It’s not just investments, but insurance, workplace benefits, healthcare implications, and social impact investing. However, most advisers do not have the time or tools to deliver such personalized communications. Advisers have two key needs: surfacing needed information and delivering that personalized advice to clients in the time and mode they have chosen. In this session, we will hear from industry experts on what personalized financial advice looks like and how advisers can use technologies to deliver personalized and differentiated advice.

SPEAKERS: Andy Wang, Global Head of Wealth and Asset Management, Salesforce 
Greg Friedman, MS, CFP®, Founder and CEO, Private Ocean
Tony Leal, President, MoneyGuide Pro
Andrew Smith Lewis, Chief Innovation Officer, CAIS

Grab a coffee and visit the exhibit hall
2:55 PM - 3:05 PM

Coffee Break Sponsored by 

Digital Demos
3:05 PM - 3:55 PM

HOSTED BY: Nicole Casperson, FinTech Reporter, InvestmentNews

 

Fireside chat with Michael Kitces and Joe Duran
3:55 PM - 4:25 PM

Sean Allocca will wrap the day up with key highlights and talk to industry luminary, Joe Duran to gather his takeaways on the theme of delivering the ultimate client experience. Audience members will get a chance to ask Joe and Michael Kitces any follow up questions in this session too.

MODERATED BY:  Sean Allocca, Deputy Managing Editor, InvestmentNews 
SPEAKERS: Joe Duran, Managing Director and Head of Goldman Sachs Personal Financial Management
Michael E. Kitces, MSFS, MTAX, CFP®, CLU, ChFC, RHU, REBC, CASL, Head of Planning Strategy, Buckingham Wealth Partners; Co-founder, XY Planning Network; Publisher, Nerd's Eye View

Day One Wrap Up
4:25 PM - 4:30 PM

SPEAKER:  Sean Allocca, Deputy Managing Editor, InvestmentNews