Agenda
Keynote Presentations
The Intelligent Wealth Firm
Datos Insights opens the day with a research-driven scan of the forces reshaping wealth management in 2027, from the AI buildout and the managed account arms race to the wealth transfer and the growing competitive threat from non-traditional players. This keynote establishes the strategic context for every conversation that follows and previews the key questions the day’s panels and roundtables are designed to answer.
What HNW Clients Actually Want – Findings from the 2026 Datos Insights Wealth Management Survey
Datos Insights presents findings from its annual survey of high-net-worth investors, revealing a striking gap between what advisors assume their clients value and what clients themselves report. The data covers service expectations, digital engagement preferences, trust drivers, and the factors most likely to prompt an HNW client to move assets (or stay).
Panel Discussions
- Beyond the Roadmap – What Real Digitization Looks Like at a Wealth Firm: Most wealth firms have a digital transformation story to tell, but the gap between the roadmap and operational reality remains wide. This panel moves past the vision to examine what genuine digitization looks like on the ground: how leading firms are sequencing technology investments, managing advisor adoption, and measuring the impact on client outcomes and firm economics. Practitioners share what surprised them, what vendors got wrong, and what they would do differently.
- The Unified Advisory Platform – The Next Frontier of Investment Management: The managed account industry has spent two decades evolving from separately managed accounts to unified managed accounts to household-level coordination. However, the next frontier is a single unified portfolio that combines public and private securities under one advisory framework. This panel examines the architectural, operational, and regulatory challenges of building a true unified advisory platform, and what it means for how wealth firms construct, manage, and communicate investment strategies to clients.
- The AI-Powered Advisor – Separating Hype from Competitive Advantage: With AI tools proliferating across CRM, financial planning, portfolio management, and client communications, wealth firms are struggling to separate meaningful capability from vendor marketing. This panel examines where AI is actually delivering measurable advisor productivity gains, where it falls short, and what the firms getting it right have in common.
- Winning the Wealth Transfer – Strategies for Engaging the Next Generation of HNW Clients: An estimated $84 trillion will change hands over the next two decades, yet most wealth firms lack a coherent strategy for retaining assets across generations. This panel examines how leading firms are building multigenerational relationships, from digital engagement and financial education to estate planning integration and family governance.
- The Data Advantage – Building the Analytics Foundation for Modern Wealth Management: Data aggregation, household-level reporting, and real-time analytics are the foundation of competitive advice delivery. This panel examines how firms are rationalizing fragmented data environments, unlocking insights from client and portfolio data, and turning data infrastructure into a client-facing differentiator.
- From Products to Planning – Building a Holistic Advice Model That Clients Actually Value: As fee compression continues and clients increasingly question the value of traditional investment management, firms are doubling down on comprehensive financial planning as their core differentiator. This panel examines what a genuinely holistic advice model looks like in practice and how technology enables advisors to deliver it profitably at scale.
Executive Roundtables
- Agentic AI: From Proof of Concept to Production
- Household Tax Optimization: Separating Real Capabilities from Marketing Claims
- Alternatives Access in Managed Accounts: Moving Private Assets Into the Mainstream
- Converting Business Owners: Leveraging the Commercial Banking Relationship
- The Next-Generation Client Experience: Personalization, Digital Engagement, and the Wealth Transfer
- The Integrated Advisor Desktop: Reducing Fragmentation, Increasing Productivity
- Protecting the HNW Client: Fraud, Authentication, and the Cybersecurity Imperative
- Retirement Income in the Advice Model: Decumulation as a Growth Strategy
Conference Agenda
| Wednesday, 21 October 2026 | |
| 7:30 AM – 8:15 AM | Registration and Breakfast |
| 8:15 AM – 8:35 AM | Opening Remarks |
| 8:35 AM – 8:55 AM | Datos Framing Keynote |
| 8:55 AM – 9:20 AM | Industry Keynote |
| 9:30 AM – 10:10 AM | Panel Discussion |
| 10:10 AM – 10:50 AM | Case Studies |
| 11:15 AM – 12:00 PM | Executive Roundtables |
| 12:00 PM – 1:00 PM | Lunch |
| 1:00 PM – 1:30 PM | Datos Research Keynote |
| 1:30 PM – 2:10 PM | Panel Discussion |
| 2:20 PM – 3:05 PM | Executive Roundtables |
| 3:15 PM – 3:55 PM | Panel Discussion |
| 3:55 PM – 4:35 PM | Panel Discussion |
| 4:45 PM – 5:15 PM | Industry Keynote |
| 5:15 PM – 6:15 PM | Networking Reception and Impact Awards |
*Subject to change