RIA Edge Day 2Wednesday, 8 October 2025 - PT (Pacific Time, GMT-08:00)

Discover how strategic integration of private market investments can transform your RIA practice into a distinctive wealth management solution that attracts and retains high-net-worth clients. This session explores practical approaches for incorporating alternative investments into your offering, providing actionable insights on due diligence, portfolio construction, and client communication strategies that position your firm as a sophisticated advisor in an increasingly crowded marketplace.

A discussion sharing insights and takeaways from the Female Advisor Breakfast (FAB) held at RIA Edge Los Angeles, highlighting strategies for women in leadership roles to foster more inclusive environments within their firms and guide the next generation of women in wealth management.

Serving ultra-high-net-worth clients demands deliberate intention—a strategic framework built on sophisticated capabilities and unwavering commitment to personalized excellence. Success in this elite segment requires more than responsive service; it necessitates forward-thinking strategies that anticipate complex needs across generations and jurisdictions. True differentiation emerges not from what you offer, but from how thoughtfully you architect solutions that protect and amplify wealth with precision and purpose.

Explore proven methods to drive firm growth from within, beyond traditional M&A strategies. Uncover tactics for optimizing talent, enhancing client experience, and deepening service offerings. This session delivers a roadmap for building a scalable, competitive, and future-ready organization.