On Oct. 10, 2024, over 150 senior financial services executives and members of the Datos Insights wealth management community gathered at our annual Wealth Management Forum to grapple with seismic shifts that are reshaping how firms serve clients and grow their businesses. Panels dove into timely topics such as cultivating new talent, unlocking efficiencies through technology, and navigating the complexities of retirement planning. The discussions revealed an industry in flux, embracing digital transformation while striving to maintain the human touch that defines wealth management.

This report presents the main lessons and discussion points from the forum’s panels, as well as a keynote address that started the day. It is based on conversations among more than 30 speakers and moderators.

Clients of Datos Insights’ Wealth Management service can download this report.

This report mentions Advent International, AdvoKate IQ, Alti Tiedemann Global, Ameriprise Financial, Bank of Montreal, BOK Financial, Capital Group, Constellation Wealth Capital, Edward Jones, Fidelity Institutional, Fiduciary Trust International, Income Discovery, Lido Advisors, LPL Financial, Market Street Trust Company, Merrill Lynch, MyVest, Prudential Financial, RBC Wealth Management, RFG Advisory, Samsung Electronics America, TIAA, TPG, and Wise Insights.