The pace of change driven by technological advancement isn’t just accelerating, it’s widening. The scope of this change simultaneously defines our age as well as how we manage life and work. As myriad technologies continue transforming modern society, business, and culture, Kaleido Insights has identified three essential macro trends that will impact the modern financial planner’s (and, their clients’) journey to 2030. In this keynote, industry analyst Jaimy Szymanski will share findings from the firm’s original research, surfacing key implications and relevant industry case studies while offering clear direction on how financial planners can participate. In addition, Szymanski will explore new standards of data stewardship and privacy as the driving force, focusing on “data wellness” as an act of paramount importance for emerging business models that treat data as a new form of valuable currency.