Speaker:

Christine Shaw, CEO, InvestmentNews

Speaker:
Steve Gresham, Principal, The Gresham Company
Jack Sharry, EVP, LifeYield

Speaker:
Mike Durbin, President, Fidelity Institutional

• Have control over day-to-day and year-to-year finances

• Have the capacity to absorb financial shocks

• Stay on track to meet their financial goals

• Have the financial freedom to make choices that allow investors to enjoy life

Moderator:
Jack Sharry, EVP, LifeYield

Speaker:
Bill Crager, CEO, Envestnet

Improving investor outcomes results from connecting disparate capabilities across multiple accounts, products and tech tools: planning, data aggregation, risk and tax optimization, proposal generation, investment and protection products, household-level portfolio management, optimal income sourcing and more. Hear how the leaders are building platforms to enable advisers to provide optimal guidance to investors across their household portfolio.

Moderator:
Jack Sharry, EVP, LifeYield

Speaker:
Dev Ganguly, Senior Vice President, Chief Information Officer, Jackson National Life Insurance Company
Rob Pettman, Advisory Platforms and Programs, LPL
Christina Townsend, Director and Head of Platform Strategy for Advisor Solutions, BNY Mellon | Pershing

It’s never been a better time to be an advisor. There are countless tools and third-party providers at an advisor’s disposal to help them automate time-consuming tasks like onboarding, rebalancing, and modeling, and shift their focus to what really matters—their clients’ financial lives. In this session, Matt Wilson, Head of E*TRADE Advisor Services, will provide an overview of the industry and highlight how advisors are uniquely positioned to win in the current environment. He will also focus on how E*TRADE is combining the technology and people to make the investing advice continuum more complete, from self-directed investors seeking best-in-class digital platforms and guidance, to investors who seek higher-touch relationships and advice.

Speaker:
Matt Wilson, Head of E*Trade Advisor Services

The typical advisor uses only 5% of the functionality available to them. In a world where firms must invest in the latest technology to stay competitive – and fees are declining – driving successful adoption has become a survival skill for every leader. This panel will provide tangible learnings that you can use to make your own implementations more successful.

Moderator:
Amy Young, Global Digital Advisor, Microsoft

Speaker:
Cheryl Nash, President, Investment Services, Fiserv
Kim Mackrill, Creative Director, Carson
Lori Hardwick, CEO, Wealth Tech – RedRock Strategic Partners & Chairman, Riskalyze

Morgan Stanley has led the industry in building a comprehensive “Modern Wealth” platform to power technology-enabled advisers to deliver holistic guidance and solutions to their clients. Hear from Morgan Stanley’s Wealth Management leader on what his firm has built so far and his views on what’s next for the future of financial advice.

Moderator:
Jack Sharry, EVP, LifeYield

Speaker:
Andy Saperstein, Managing Director and Head of Morgan Stanley Wealth Management

Industry leaders are building future-state tech-enabled platforms to help advisers offer robust and comprehensive capabilities to help improve investor outcomes. But adviser adoption remains the single biggest challenge. Hear from these leaders on the innovative platforms they are building and how they are addressing adviser adoption.

Moderator:
Steve Gresham, Principal, The Gresham Company

Speaker:
John Yackel, Executive Managing Director, Envestnet
Damon Deru, Founder and CEO, Advisor Peak
Andrew Salesky, SVP, Digital Advisor Solutions, Charles Schwab Corporation

A recap of what we learned today and where the Future of Financial Advice is headed from here.

Speaker:
Steve Gresham, Principal, The Gresham Company
Jack Sharry, EVP, LifeYield