RIA Edge Nashville Day 1 - Central Standard Time
*By Invitation Only 8am - 10am
An exclusive event dedicated to fostering professional development and community among successful women in the industry, sponsored by Russell Reynolds Associates and Nationwide.
FAB isn’t just a breakfast or networking event—it’s a movement. We invite senior leaders and allies, including supportive men, to contribute to meaningful conversations on creating a thriving environment for women in wealth management.
- Shannon Rosic - Head of Content, WealthStack, Informa
Every firm has a planning process. The difference lies in execution. This session highlights advisors and marketing leaders who are using technology to deliver advice that’s more actionable and yes, more human. Discover how leading advisors are embedding technology into every touchpoint, and lessons learned around what actually improves client experience and trust.
- Matt Ackerman - Chief Brand Officer, Integrated Partners
- Jack Csenge, CFP® - Wealth Advisor, Csenge Advisory Group
Data isn’t just a back-office function, it’s the foundation for better advice. This session explores how leading RIAs are transforming fragmented information into actionable insights that enhance the precision, personalization and impact of recommendations. Experts will reveal how AI, analytics, and automation are improving planning accuracy, portfolio decisions, and client communication.
AI is unlocking extraordinary potential and posing new ethical and regulatory questions. IN this session, leaders from the regulatory and RIA community will unpack how to balance innovation with accountability. Learn how to build compliant, transparent, and trustworthy AI frameworks that align with fiduciary duty and strengthen the integrity of your advice model.
- Azish Filabi - Managing Director, Maguire Center for Ethics & Associate Professor of Business Ethics, The American College of Financial Services
The future of technology isn’t about dashboards; it’s about digital teammates. In this forward-looking session, we’ll explore how intelligent agents, AI co-pilots, and advisor- assisted tools are transforming workflows and enabling humans to do more of what they do best. Hear expert opinions on their vision for the next 5 years of advisor productivity and have a blueprint for where to place technology bets today.
- Ashley Longabaugh - Principal Analyst, Celent
- Channing Olson - Chief Operating Officer, Wealthspire Advisors
- David Armstrong - WealthManagement.com, Informa
- David Armstrong - WealthManagement.com, Informa
- David Kowach - CEO and Cofounder, &Partners
- Rob Madore - Vice President, Marsh Berry
Visit ‘Roundtables’ on the app dashboard to sign-up
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.
*By Invite Only
This think tank brings together buy-side chief technology officers , VPs of technology, and technology leaders at $1B+ AUM firms seeking to address the biggest challenges their firms are facing around digital transformation. The pertinence of this think tank stems from the shared understanding that technology roadmaps are not just about hardware and software. They are about securing the trust and confidence of clients, facilitating seamless advisor-client interactions, future-proofing your firm, improving efficiency and productivity, and ultimately, driving the growth of assets under management. Participants will engage in solution-focused discussions, and emerge with a clearer understanding of the technology trends shaping the wealth management industry.
If you are interested in attending, please email shannon.rosic@informa.com.
In today’s competitive RIA landscape firms that intentionally shape their people, processes and leadership outperform those that don’t. Explore actionable strategies executives can use to build a culture that fuels sustained, scalable growth.
- Victoria Greene, CFA - CIO and Co-founder, G Squared Private Wealth
- Dennis Morton CFP, ChFC - Co-Founder and Principal, Morton Brown Family Wealth
Unlock the secrets to driving exponential growth and building a powerhouse team at your RIA firm. This session will equip you with tools to enhance client acquisition, implement effective growth frameworks, and design career development pathways that retain high-performing employees. You’ll walk away with practical insights on leveraging technology, aligning your firm’s mission with employee and client values, and building a sustainable foundation for long-term success.