RIA Edge Nashville Day 2 - 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.
- Dave Welling - Chief Executive Officer, Mercer Advisors
- Joe Anthony - Co-Founder & President, Gregory FCA
- Alex Ortolani - Sr. Reporter, WealthManagement.com
- Matt Regan - President and CEO, Wealthcare Capital Management
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, 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.