This session will feature several of the wealth management industry’s largest, fastest growing – and ultimately strategic – RIA firms and members of their leadership teams. Specifically, the All-Star panel will discuss the primary drivers of the growth in recent years, and in particular, the role that human capital has played in accelerating their growth compared with industry benchmarks. This session will offer insights on organizational design and talent acquisition, as well as compensation and incentive programs that have effectively helped add new clients and drive growth in assets, revenues and profitability.

The future of wealth management is digital. Growth-minded advisors understand the importance of digital transformation, and those who embrace the technology landscape now will have a greater claim to success in the financial industry. This session will cover:

• Why independent digital ecosystems are the future of wealth management

• Why tech adoption is helping top performing firms flourish

• How integration is driving growth

• What advisors can do to avoid technological mistakes and create a seamless experience

In the relationship or client management continuum, there are both traditional and newer platforms to collect and deconstruct client data based on the data types, sources, and needs of an organization. Wealth managers realize the increased value in all forms of client data capture and analytics and benefit from assessing the capabilities of their existing systems against their future goals.

Think Tank open to first 50 advisors

Learn from some of the leading CTOs in the wealth management industry about the challenges that are impacting wealth management firms today. The discussion will cover a variety of topics, including:

• Using technology to drive advisor productivity

• Best practices to select technology

• How to ensure a successful technology project

• Cybersecurity risks and how to reduce them

During times of volatility, one aspect of the financial planning process should remain constant: the client experience. Hear from the experts as they dive into:

• How technology can assist firms to better support and retain their existing customers and appeal to news ones

• The importance of building next-generation platforms that deliver an exceptional customer experience

• What firms need to prioritize to have a successful customer-centric business model

The goal for this discussion is to provide attendees with the “state of the state” on M&A activity in the RIA industry – but most importantly, insights into the growing number of options available to both buyers and sellers in the current market environment. A large number of attendees will be owners and leaders of RIAs who are evaluating their options to either transition their business or find a partner who can accelerate their growth.