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 – 9:00 AM | Registration & Breakfast |
| 9:00 AM – 9:15 AM | Opening Remarks |
| 9:15 AM – 10:00 AM |
Datos-Led Discussion: Beyond the Hybrid Hype Designing the Digital Experience High-Net-Worth Clients Actually Want |
| 10:00 AM – 10:45 AM |
Datos-Led Discussion: Unlocking the Power of Pricing Practices for Improving Returns on Assets |
| 10:45 AM – 11:15 AM | Networking Break |
| 11:15 AM – 12:00 PM |
Roundtable 1 AI in Action: What's Actually Working for Advisor Productivity Roundtable 2 Rethinking the Operating Model: Building Leaner, Higher-Performing Teams |
| 12:00 PM – 1:00 PM | Lunch |
| 1:00 PM – 1:45 PM |
Roundtable 1 Harnessing Client Data: From Intelligence to Competitive Advantage Roundtable 2 Winning and Profitably Serving the Mass Affluent: Modern Experiences That Drive Loyalty and Scalable Growth |
| 1:45 PM – 1:55 PM | Movement Break |
| 1:55 PM – 2:40 PM |
Roundtable 1 Portfolio Customization at Scale: Direct Indexing, Tax Alpha, and Differentiation Roundtable 2 Scaling with Confidence in an Evolving Regulatory Landscape |
| 2:40 PM – 2:45 PM | Movement Break |
| 2:45 PM – 3:00 PM | Closing Remarks |
*Subject to change