Wealth Management EDGE - Day 1 (June 9)Tuesday, 9 June 2026 - US Eastern

Growth is on every agenda. The harder question: where is it breaking?

Firms are investing more than ever in marketing, CRM, AI, and content — yet results stay stubbornly inconsistent. The reason isn't effort. Growth rarely breaks in one place. It breaks in the gaps.

Most firms operate at one of two extremes: pushing marketing down to advisors and hoping for the best, or centralizing everything and stripping out what made it work. Both create friction.

Join Robert Sofia, CEO of Snappy Kraken, as he shares data from thousands of advisors and firms on how the highest-performing firms are solving for both — and building a model that makes growth repeatable at scale.

Location: Estate Ballroom III

Growth at scale requires more than strong demand. It depends on the right operational, compliance and technology foundation. This session examines the infrastructure decisions that help firms expand with greater efficiency, consistency and control. Attendees will come away with a better understanding of what it takes to build for growth without adding unnecessary complexity.

Location: Estate Ballroom III

As firms grow, sustaining meaningful client relationships becomes more challenging and more important. This session explores how technology can support more personalized, responsive and engaging client experiences without sacrificing scale. Attendees will learn how firms are using digital tools to strengthen trust, deepen connection and make growth feel more human.

Location: Estate Ballroom III

After building Focus Financial into one of wealth management's most influential platforms, Rudy Adolf is back with a new venture and a fresh perspective on where the industry goes from here. In this candid fireside chat, he'll discuss what he's seeing post-Focus, why he launched E3Tech in partnership with Andreessen Horowitz, and how AI is set to rapidly reshape wealth management and beyond. Will AI eclipse consolidation as the industry's defining force — and empower smaller advisory firms to compete with the largest players?

Location: Estate Ballroom - Salon III

Many firms are data rich but insight poor. This session explores how wealth firms can turn data into more informed decisions around client segmentation, advisor productivity, revenue opportunities and business strategy. Attendees will gain a clearer view of how to move from reporting and dashboards to action-oriented intelligence that supports growth.

Location: Estate Ballroom - Salon III

Reaching the next stage of scale requires a different level of strategic clarity, operational maturity and platform readiness. This session explores the decisions firms must make as they prepare for greater complexity, stronger enterprise value and sustained expansion. Attendees will gain insight into how leading firms are building for the next chapter of growth without losing focus or agility.

Location: Estate Ballroom - Salon III

Your clients can now borrow like a hedge fund. Box spreads unlock ~4% financing directly from the market, with tax-deductible interest. This gives RIAs an edge wirehouses can't match, helping win new clients and grow AUM. SyntheticFi co-founder Tony Yang covers how advisors are replacing expensive margin loans and SBLOCs, financing home purchases, and helping clients access cash while staying invested.

Location: Estate Ballroom - Salon III