Tricia Haskins, VP, Digital Strategy & Platform Consulting at Fidelity Investments
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Tricia Haskins

VP, Digital Strategy & Platform Consulting
Fidelity Investments

Check out the incredible speaker line-up to see who will be joining Tricia.

Download The Latest Agenda

Day Two – Wednesday, May 20 Strategies For Tomorrow’s Wealth Management Clients

Wednesday, May 20th, 2020

7:00 AM Women In Digital Wealth Breakfast

Use this intimate setting to discuss the challenges women in wealth management face and celebrate your successes as a group! You’ll come away feeling inspired, supported, and ready to take on your next big idea. This session is only open to wealth and asset management executives.

Space is limited to 15 wealth and asset management executives, so RSVP right away upon registration.

10:40 AM Keynote Presentation - The Future of Advice

Be guided through the “Future Map” – the macro environment around us all – where socioeconomic, customer, business and technology trends will impact every business.  Hear how those trends are impacting our industry directly now – and how they will even more so in the future. Learn about some of the things to consider when mapping a future-ready firm.