Wealth Management EDGE Day 3Thursday, 12 June 2025 - US Eastern

Join leading female leaders in the ETF market to discuss the evolving ETF landscape and the new investment trends shaping its future.

• Following the flows – what's behind the growth of active management strategies? The ROI on active ETFs vs indexes

• Panel picks for the best asset classes for active management and why

• Blending active and passive strategies for the optimal portfolio

Step into the decision-maker’s seat during a 60-minute war game exercise designed to challenge your strategic thinking and crisis management skills. Participants will dive into a high-tension international incident, crafting responses to unforeseen developments with potential global consequences.

Guided by Lieutenant General (Ret.) Rick Waddell expert analysis of regional dynamics, teams will tackle escalating scenarios. You'll explore how first-response decisions, evolving variables, and the interplay of allied and adversarial strategies shape the path from crisis to resolution.

Whether you’re a policy enthusiast, a defense analyst, or simply curious about the complexities of modern geopolitics, this session promises to deliver actionable insights and a deeper understanding of how world events unfold.

• Closing the deal is just the beginning—real success happens in integration.

• Advisors sell for many reasons, but clients stay (or leave) based on the post-deal experience.

• Culture eats strategy for breakfast—aligning teams is more important than any financial model.

• The first 100 days set the tone—fail to act decisively, and you’ll be playing defense forever.

• In this market, scale is power—but bad integration can kill a firm faster than a bad deal.

• Tech is the backbone of M&A success—standardization drives efficiency, but flexibility keeps people happy.

• The best acquirers don’t just buy firms; they build platforms that advisors want to be part of.

At the Wealth Management EDGE conference, you’ll engage in a 45-minute, interactive session to help you integrate legacy, values, and estate planning into a truly human-centered wealth management process. Drawing on Wealth In The Key of Life (the Four Keys Framework: Identity, Values, Story, Well-Being), Lifestyle & Money Psychology Utility, and T. Rowe Price’s industry-leading intergenerational transfer research, you’ll leave equipped to deepen client bonds, secure next-gen assets, and accelerate practice growth.

Learning Objectives

By session’s end, you will be able to:

1. Embed the Four Keys Framework into every legacy and estate-planning conversation.
2. Leverage intergenerational transfer data (T. Rowe Price projects over $90 trillion will transfer in the next two decades) to position your practice for multi-generational relationships.
3. Activate human-centered tactics—story prompts, values mapping, well-being metrics—to differentiate your advice and drive referrals.

Stop by the T. Rowe Price booth to:

• Claim bulk copies of Wealth In The Key of Life
• Activate a complimentary trial of T. Rowe Price’s digital legacy-planning toolkit

Let’s ensure your relationships—and your book of business—thrive for generations to come.