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RIA Edge Orange County
October 19-21, 2026
Waldorf Astoria Monarch Beach | Dana Point, CA
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RIA Edge Day 2 - PT (Pacific Time, GMT-08:00)

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RIA Edge Day 2 - PT (Pacific Time, GMT-08:00)
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Showing 3 of 3 Streams
8:00am - 9:00am
Tech for Growth Summit Registration and Breakfast for all Attendees
8:00am - 10:00am
FAB (Financial Advisor Breakfast) for Women Leaders in Wealth Management
9:00am - 9:05am
Tech for Growth Summit Opening Remarks
9:05am - 9:30am
Keynote
9:30am - 10:10am
From AI Experiments to Enterprise Advantage: Building the Operating Model for the Modern RIA
10:10am - 10:50am
Hidden Growth Killers: Finding Friction, Leakage, and Complexity Holding RIAs Back
Showing 1 of 1 Streams
10:50am - 11:20am
Morning Networking and Refreshment Break
Showing 1 of 1 Streams
11:20am - 12:00pm
The Client Signal Layer: Turning Conversations, Behavior and Data into Growth Opportunities
12:00pm - 12:40pm
Integration 2.0: Tying Systems Together in a World of AI and MCPs
12:40pm - 1:10pm
Keynote
Showing 1 of 1 Streams
1:10pm - 2:00pm
Lunch for all Partipants
2:00pm - 2:30pm
Dessert in the Foyer
Showing 3 of 3 Streams
2:30pm - 2:35pm
RIA Edge Welcome Remarks
2:35pm - 2:55pm
Keynote Address
2:55pm - 3:30pm
Everything You Ever Wanted to Know About M&A But Were Afraid to Ask!
4:35pm - 5:15pm
Winning the War for Next-Generation RIA Talent
5:15pm - 5:40pm
The Client Experience Imperative: Building an Advice Model That Scales
3:00pm - 5:00pm
CTO Think Tank (By Invite Only)
4:05pm - 4:35pm
Afternoon Networking and Refreshment Break
Showing 1 of 1 Streams
5:40pm - 6:45pm
Poolside Reception
RIA Edge Day 1
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