RIA Edge Nashville Day 2Wednesday, 15 April 2026 - Central Standard Time

The most successful RIA firms don't just manage wealth—they create enduring institutions that transcend their founders. As the industry matures and first-generation firm builders approach transition points, succession planning has evolved from an eventual consideration to an immediate strategic imperative.

Hear from leading marketing minds at fast-growing RIA firms as they discuss the new initiatives and difference-making strategies helping drive organic growth.

A discussion sharing insights and takeaways from the FAB Breakfast held at RIA Edge Nashville, 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.

As client demand for alternative investments intensifies, RIA firms face mounting pressure to deliver sophisticated private market access traditionally reserved for institutional investors. This session explores practical approaches to private equity, private credit, tax mitigation strategies, and real estate allocations within diversified wealth management strategies. Participants will examine access models, fee structures, and client communication frameworks that enable successful private market implementation at the RIA level.

Family office services are no longer just for the ultra-wealthy—they’re redefining the future of advice. Learn how to sharpen your service set, price with confidence, and build the infrastructure to deliver without breaking your team. Walk away with a roadmap to scale smarter, deepen trust, and protect profitability.