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?

Andrew Altfest, president, Altfest Personal Wealth Management; Iraklis Kourtidis, CEO, Rowboat Advisors; Sam Palmer, head of strategy, Digital Wealth Planning & Advice, J.P. Morgan Wealth Management

Ben Cruikshank, head of Flourish, Flourish; Laura Varas, CEO and founder of Hearts & Wallets

Mitali Prasad, portfolio manager & research analyst at Trillium Asset Management; Edward Allen, managing director and head of ESG & climate client coverage at Americas, MSCI

Gavin Spitzner, president at Wealth Consulting Partners; Andrew Smith Lewis, special advisor at CAIS; Koley Corte, senior vice president and global head of business transformation at AllianceBernstein