Wealth Management EDGE Day 2Tuesday, 14 May 2024 - ET (Eastern Time, GMT-05:00)

The fiduciary advisor model has been around for decades, but RIAs didn't take on a retail look and feel until the 1980s. As with every industry eventually, we now have gone from the fragmentation to the consolidation phase. Deal momentum continues, but so does the evolution from practice to business. We seem to be entering the middle innings as founders move on and new generations of shareholders, clients and advisors move in.Clearly, the structure of financial advisory firms is changing. This is informed partly by new strategies, and partly by new demands – from clients, financial sponsors and the staff within such firms. As these strategies evolve, what will RIA leaders and their shareholders need to focus on to become truly enduring enterprises? What changes? What remains the same? How will they define success? Can they truly achieve scale? experiences advisory firms are having as their business becomes more complex, including how to remain true to your vision; being strategic about recruiting and retaining talent; consistently fulfilling client expectations, and managing to profitability.

NEW THIS YEAR!

Roundtable discussions offer a unique forum for engaging conversations and collaborative problem-solving in small groups of your peers. Each roundtable discussion will be carefully curated to address a specific topic or challenge, ensuring that you can choose sessions aligned with your interests and professional goals.

There will be something for everyone! Roundtables will have a variety of formats, from traditional discussions to experiential led workshops and media labs. You'll have the opportunity to join as many or as few discussions as you want.

Roundtables at RIA Edge 2024:

1. Navigating The SEC’s New Cybersecurity Rules - with Mark Hurley
2. The benefits and process of building an Ideal Client Persona - with Katie Brown
3. Elevate your media presence with Gregory FCA with Joe Anthony, Alex Stokes and Sam Marinelli
4. Ask Me Anything M&A Edition - with Jessica Polito
5. Evaluating Risk in Advisor Recruitment - with John MacDonald
6. Compliance Concerns in Managing Multi-Office Practices - with Ashleigh Swayze
7. Art, Sports Memorabilia, Exotic Cars: Passion, Collectibles and the Growth of Alternative Investments - with Tom Ruggie, Bradley Calleja & Andy Broome
8. Specialize to Thrive: Niche Marketing for Financial Advisors - with Dr. Renee Baker
9. The Evolving Global Wealth Management Landscape: Talent & leadership imperatives to change with the times - with Megan Bowen
10. Deeper Dive on RIA M&A - with Brandon Kawal

A small number of RIAs have invested the time, thought, resources and money in building a systematic organic growth machine that can consistently drive double-digit growth – even in challenging market environments. This panel will provide beat practices for developing a strategic marketing, business development and referral strategy that can drive accelerated growth in 2024 and beyond. Specific topics will include: When to hire dedicated marketing personnel and when to outsource; how to effectively integrate marketing and business development; and guidance for leveraging lead generation sources, including custodial referral programs and new digital platforms.

Topis to be discussed:

-How valuations has changed over time

-How the debt and interest rate environment is affecting valuations

-What factors could revise valuations up or down