Webinar with ByAllAccounts and OneVest: From Prediction to Reality: The Data Revolution Reshaping WealthTech in 2025
Join John O’Connell of The Oasis Group, Amar Ahluwalia of OneVest, and Don McHenry of ByAllAccounts, part of Morningstar Wealth, for this insightful webinar – taking place Thursday, September 25th at 12pm ET – as they examine how 2024’s bold predictions about data consolidation have become today’s reality – and what it means for your firm’s future. The three wealthtech experts will also discuss:
- Data Orchestration: From held-away aggregation to full custodial and multi-custody integration
- Wealth Transfer: How tech is reshaping firm acquisitions, advisor transitions, and the great wealth transfer
- AI Evolution: Moving from standalone tools to embedded, invisible infrastructure powering data pipelines
- Personalized Experiences: Building clean, intuitive user journeys while leveraging open-ecosystem efficiencies
- Predictions: Exclusive 2026 predictions to shape your technology strategy for the year ahead
This webinar is ideal for:
- Wealth management firms tackling complex technology integrations
- Large RIAs and consolidators streamlining advisor transitions and post-merger growth
- Wealthtech platforms improving interoperability and delivering client-centric experiences
