At this year’s ARPM Quant Bootcamp in New York, Dr. Dan Rosen, CEO and Co-founder of d1g1t and Adjunct Professor of Mathematical Finance at the University of Toronto, delivered a timely presentation on “How Quants Can Power the Future of Wealth Management and Financial Advice.”

With the industry bracing for a $100 trillion intergenerational wealth transfer, Dr. Rosen spotlighted a major challenge facing financial advisory firms: how to scale personalized, transparent advice across complex client needs without losing the high-touch experience investors expect.

He made a strong case for how quants can extend their influence beyond asset management, empowering advisors with the tools to navigate risk, optimize portfolios, and engage clients across the full wealth lifecycle.

Key aspects of Dr. Rosen’s presentation included:

Behavioral-Planning & Portfolio Integration
Advisors increasingly need to address multiple, sometimes competing financial goals across retirement planning, liquidity needs, and legacy aspirations. Dr. Rosen illustrated how integrated behavioral-financial planning tools help align investment strategies with real-world client objectives over time.

Multi-Horizon Portfolio Optimization
Moving beyond single-period models, Dr. Rosen explored the role of dynamic stochastic optimization and machine learning in adjusting portfolios to reflect evolving market conditions, tax implications, and life events. The goal: smarter, more responsive wealth planning.

Risk and Performance Analytics Across Every Level
Using factor models and scenario testing, quants can give advisors real-time insights into risk exposure, performance attribution, and liquidity whether managing a single account or an entire book of business. This allows for more meaningful, data-informed client conversations.

Client-Facing Scenario Tools That Educate and Empower
Clients are more engaged when they understand the implications of their choices. Rosen emphasized the power of forward-looking, intuitive visuals to demonstrate drawdowns, diversification benefits, and the impact of sticking to long-term strategies.

Dr. Rosen closed by reinforcing a core message: technology is not a replacement for the advisor—it’s a force multiplier. Quants have an opportunity to lead this shift by building the tools that power better decisions, clearer communication, and stronger client relationships.

The presentation deck is available for you to explore.

For more information and resources, contact us here or email us at  getintouch@d1g1t.com.