Wealth Management EDGE Day 2 - ET (Eastern Time, GMT-05:00)
Wealth Management EDGE Day 2 - ET (Eastern Time, GMT-05:00)
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
Join Joe Duran, renowned wealth management expert and Executive Managing Partner at Rise Growth Partners, as he takes the stage with Diana Britton to discuss the evolving landscape of wealth management in 2024 and beyond. Drawing from his extensive experience, Duran will outline the critical phases that RIA leaders should be aware of as they navigate changes.
Duran built United Capital into one of the largest enterprises in wealth management and sold the firm to Goldman Sachs in 2019. Now, in his next chapter, he’s helping to build the next generation of national platforms.
In this engaging session, attendees will gain insights into the transformation from a traditional lifestyle practice to an ensemble and finally to an enterprise firm. Duran will share practical strategies and best practices for each stage, including how to effectively manage growth, attract and retain top talent and leverage technology to enhance client experiences.
- Joe Duran - Executive Managing Partner, Rise Growth Partners
- Diana Britton - Director, Content, WealthManagement.com
ETF’s have long been the go-to solution for advisors seeking a basket of investments that align with client’s goals. This thematic focus has, however, received criticism due to the risks created by a lack of diversification. On this panel, we’ll lean into the old adage, “Don’t put all your eggs in one basket” by delving into analysis and strategies to outperform potential with a core of broader holdings and bring your portfolio into balance.
*By Invite Only
This educational and open-forum think tank is the nexus for chief compliance and risk officers seeking to address the increasing demand from advisors and clients alike to add crypto to their investment offerings. We'll dissect the current perceptions of cryptocurrency within firms, unravel what it would take to comfortably embrace this new asset class, and explore topics around implementation, regulation, custody solutions, product options, reporting mechanisms, and strategic allocation. Participants will also have the chance to voice their concerns, engage in solution-focused discussions, and emerge with a clearer pathway to offer digital assets at your firm.
- Adam Blumberg, CFP - Co-Founder and Lead Curriculum Developer - Certified Digital Asset Advisor, Interaxis
*By Invite Only
This educational and open-forum think tank is the nexus for chief compliance and risk officers seeking to address the increasing demand from advisors and clients alike to add crypto to their investment offerings. We'll dissect the current perceptions of cryptocurrency within firms, unravel what it would take to comfortably embrace this new asset class, and explore topics around implementation, regulation, custody solutions, product options, reporting mechanisms, and strategic allocation. Participants will also have the chance to voice their concerns, engage in solution-focused discussions, and emerge with a clearer pathway to offer digital assets at your firm.
The Almanac. Less a weather report and more of an outlook for years to come, this session seeks to add a long-term research foundation to our predictive formula. Here, we will discuss challenges and benefits of recent changes in regulation and governmental policy with a focus on managing client expectations for greater reporting accuracy.
- Colin Slabach, PhD, CFP, RICP - Professor, NYU
- Aisha Hunt - Principal, Kelley Hunt PLLC
Next generation of investors will inherit and accumulate wealth at a much faster pace than their predecessors. What are the implications of this impending wealth transfer and how can advisors plan greater scale and retention strategies to meet these needs? Bridging the gap between generations is the focus of this dynamic panel.
- Liang Zhao - CEO, Vansary
- Brenton Harrison, CFP, CLU, CSLP - Founder and Financial Advisor, New Money, New Problems
- David Armstrong - Executive Director, Content and User Engagement, Wealthmanagement.com
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.
- Mark Tibergien - Board Member, Business Advisor
- David DeVoe - CEO and Founder, DeVoe & Company
- Jim Horrocks, CFP - CEO, TimeScale Financial
Join us for an exclusive session focusing on Diversity, Equity, Inclusion, and Belonging (DEIB) and its pivotal role in shaping the wealth management ecosystem.
Just like last year, the Think Tank will be a hub of inspiration and ideation, fueling solutions and areas of focus that drive the content coverage around this topic in wealthmanagement.com and on the
Focused on the Future Podcast Series.
Our collective goal is to capture best practices, lessons learned, actionable recommendations, successful use cases, and personal stories. The Think Tank will blend group discussions, small group exercises, and insightful read-outs.
This Think Tank is not just an event; it's a catalyst for progress.
- Suzanne Siracuse - CEO and Founder, Suzanne Siracuse Consulting Services
*By Invite Only
Join us for an exclusive session focusing on Diversity, Equity, Inclusion, and Belonging (DEIB) and its pivotal role in shaping the wealth management ecosystem.
Just like last year, the Think Tank will be a hub of inspiration and ideation, fueling solutions and areas of focus that drive the content coverage around this topic in wealthmanagement.com and on the
Focused on the Future Podcast Series.
Our collective goal is to capture best practices, lessons learned, actionable recommendations, successful use cases, and personal stories. The Think Tank will blend group discussions, small group exercises, and insightful read-outs.
This Think Tank is not just an event; it's a catalyst for progress.
- Suzanne Siracuse - CEO and Founder, Suzanne Siracuse Consulting Services
Created to encourage collaboration between next gen advisors and the more seasoned executive, Mentor-Mentee Speed Dating is meant to be a place where connections are forged at lightning speed and mentorship takes on a new dimension. Mentees have the opportunity to interact with multiple mentors in a single event, gaining insights, advice, and diverse perspectives within a short timeframe. Likewise, mentors can share their expertise with a broader audience, extending their influence and contributing to the growth of multiple professionals. And it’s fun!
- Carina Diamond - CEO, Stella Secunda
- JC Abusaid - CEO, Halbert Hargrove
- Molly Bennard - CEO, Connectus Wealth Advisers
- Allan Boomer - Chief Executive Officer, Momentum Advisors
- Cary Carbonaro - Senior Vice President, Director of Women and Wealth, Advisor Capital Management
- Crystal Mathis - Chief Marketing Officer, SignatureFD
- Nabia Jenkins-Johnston - Senior Conference Producer, WealthManagement.com
Global investment strategy is anchored by deep knowledge of infrastructure, risk mitigation, and the tools necessary to create a bedrock of interconnected networks. With data management and technological frameworks connecting banking systems internationally, the next frontier of the global economy is here. In this session, we’ll learn from experts on international development, sustainability, and maximized revenue for a dynamic but practical panel.
- Toussaint Bailey - Founder & CEO, Uplifiting Capital
- Marguerita Cheng, CFP - Chief Executive Officer, Blue Ocean Global Wealth
- Luke Oliver - Head of Climate Investments and Strategy, KraneShares
ETF’s have long been the go-to solution for advisors seeking a basket of investments that align with client’s goals. This thematic focus has, however, received criticism due to a risk created by lack of diversification. On this panel, we’ll lean into the old adage,“Don’t put all your eggs in one basket” by delving into deeper analysis and strategies to outperform potential with a core of broader holdings to bring balance to your portfolio.
- Shana Sissel - Chief Executive Officer, Banríon Capital Management
- Shannon Rosic - Director of WealthStack Content & Solutions, Informa Connect
AI is poised to change our industry forever. How do we navigate this dual-edged sword of threat and opportunity? What can AI do for you and your practice? What tools are available today, and how do you evolve to keep yourself relevant? Don’t miss this dynamic session replete with demonstrations and real-world examples of the intersection of AI and financial advisors
- Jason Pereira, CFP - Senior Partner and Financial Planner, Woodgate Financial
- Will Trout - Director, Securities & Investments, Datos Insights
- Davis Janowski - Reporter, WealthManagement.com
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.
NEW THIS YEAR!
ELEVATE your experience with 1:1 meetings scheduled through your event app.
Create a comprehensive profile within the app to showcase your skills and expertise. ELEVATE meetings will ensure you not only meet decision-makers, but forge valuable partnerships aligned with your professional objectives. Say goodbye to the hassle of coordinating schedules, taking forced meetings and navigating crowded events — ELEVATE simplifies the process of making meaningful connections.
Experience the latest in WealthTech live! Witness the power of innovation as participants demo their products and services in front of a live audience. An esteemed panel of judges, comprising industry leaders and tech experts, will evaluate each demo, provide insightful feedback, and select the most impactful technology for a prestigious "Best of Show" award. This session promises to be a highlight WealthStack, offering attendees an exclusive glimpse into the future of wealth management technology and celebrating the spirit of innovation in the fintech sector.
A custodian service is a critical component to a financial advisor’s business. Our panel of industry experts will explore how increased competition among custodians is driving innovation, enhancing service quality, and offering more choice and flexibility to advisors and their clients. Attendees will gain a comprehensive understanding of the challenges and opportunities presented by this evolving market, including the integration of cutting-edge technology and the shift towards more client-centric models.
- William Capuzzi - CEO, Apex Fintech Solutions
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.
- Mark Bruno - Managing Director, Head of Strategic Advisory, Emigrant Partners
- JC Abusaid - CEO, Halbert Hargrove
- Jeremy Eisenstein - Managing Director ¬- Head of RIA Custody Sales & Relationship Management, Goldman Sachs Advisor Solutions
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
- Ian Wenik - Editor, Citywire RIA
- Kay Lynn Mayhue - President, Merit Financial Advisors
- Carina Diamond - CEO, Stella Secunda
- Molly Bennard - CEO, Connectus Wealth Advisers
- Shauna Mace - Head of Practice Management for Independent Advisor Solutions, SEI