How firms move AI from experimentation to scaled impact — addressing platform integration, data intelligence, and the compliance infrastructure required to make smarter decisions faster.
How firms are equipping advisors with better tools, reducing operational friction, and building the operating models that attract, develop, and retain top talent.
Drawing on new Datos Insights research from 800+ high-net-worth households, sessions examine when hybrid models create value versus friction, which segments thrive with digital advice, and how firms turn fee realization gaps, portfolio customization, and regulatory complexity into competitive advantages and profitability levers.
| Wednesday, May 13, 2026 | |||
| 5:30 PM | 7:30 PM | Networking Reception | |
| Thursday, May 14, 2026 | |||
| 8:00 AM | 8:45 AM | Registration and Breakfast | |
| 8:45 AM | 9:00 AM | Opening Remarks | |
| 9:00 AM | 9:45 AM | Datos-Led Discussion: Beyond the Hybrid Hype Designing the Digital Experience High-Net-Worth Clients Actually Want |
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| 10:30 AM | 10:45 AM | Networking Break | |
| 10:45 AM | 11:30 AM | Datos-Led Discussion: Stop Leaving Revenue on the Table Identify, quantify, and capture your firm's fee realization opportunity |
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| 11:30 AM | 12:15 PM | Roundtable 1 AI in Action: What's Actually Working for Advisor Productivity |
Roundtable 2 Harnessing Client Data: From Intelligence to Competitive Advantage |
| 12:15 PM | 1:00 PM | Lunch | |
| 1:00 PM | 1:45 PM | Roundtable 1 Rethinking the Operating Model: Building Leaner, Higher-Performing Teams |
Roundtable 2 Winning Next-Gen Clients: Digital Experiences That Drive Loyalty and Growth |
| 1:55 PM | 2:40 PM | Roundtable 1 Portfolio Customization at Scale: Direct Indexing, Tax Alpha, and Differentiation |
Roundtable 2 Navigating Regulatory Change Without Slowing Down |
| 2:45 PM | 3:00 PM | Closing Remarks | |
*Subject to change