RIA Edge Nashville Day 1Tuesday, 14 April 2026 - Central Standard Time

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.

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.

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.