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

How can independent RIAs and their advisors stay competitive during an era of expanding AI capabilities? Andres Garcia-Amaya, CFA, founder and CEO of Zoe Financial, discusses how AI has the potential to supercharge operational efficiency, empower advisor decision-making, and personalize the client experience for growing RIAs.

Location: Addison Ballroom East

AI is quickly becoming a core layer of the modern wealth management business, shaping how firms operate, serve clients and grow. This session explores the strategic, operational and governance decisions required to build an AI-enabled firm that goes beyond experimentation. Attendees will gain a clearer understanding of how to align data, workflows and business priorities to create long-term advantage.

Location: Addison Ballroom East

The next wave of AI is moving beyond assistance and into action. This session explores how agentic AI is beginning to handle tasks, orchestrate workflows and extend firm capacity in more autonomous ways. Attendees will gain perspective on the opportunities, implications and oversight considerations that come with this shift in how work gets done.

Location: Addison Ballroom East

AI can do more than improve efficiency. It can create momentum across marketing, client engagement, service and retention. This session examines how firms are connecting intelligence, automation and data to build more effective and repeatable growth engines. Attendees will leave with a stronger view of how AI can support compounding business impact over time.

Location: Addison Ballroom East

As alternative investments become a more important part of the advisory landscape, firms are looking for better ways to manage complexity and unlock insight. This session explores where AI can support research, due diligence, portfolio construction and advisor decision-making in the alternatives space. Attendees will gain a better understanding of how AI may improve both investment workflows and client communication.

Location: Addison Ballroom East

Data is no longer just a back-office concern. It is becoming a strategic asset that can strengthen firm value, power innovation and create lasting differentiation. This session examines how firms can build stronger data foundations that support better decisions, more scalable operations and greater competitive advantage. Attendees will leave with a sharper understanding of how data stewardship can become a true growth lever.

Location: Addison Ballroom East

This session isn't for everyone. If you're looking for another AI tool to add to your stack, move on. Sam and Karl break down why AI built on disconnected data always fails — and what it looks like when you stop buying AI tools and start hiring AI Co-Workers. The firms winning the next decade aren't the ones with the most tools. They're the ones who figured out how to hire intelligence.

Location: Addison Ballroom East