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RIA Edge Los Angeles
October 7-8, 2025
Ritz-Carlton | Marina del Rey, CA
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RIA Edge Day 1 - PT (Pacific Time, GMT-08:00)

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RIA Edge Day 1 - PT (Pacific Time, GMT-08:00)
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Showing 3 of 3 Streams
8:00am - 9:00am
Registration Opens and Breakfast for all Participants
8:00am - 10:00am
FAB (Financial Advisor Breakfast) for Women Leaders in Wealth Management

An exclusive event dedicated to fostering professional development and community among successful women in the industry.

FAB isn’t just a breakfast or networking event—it’s a movement. We invite senior leaders and allies, including supportive men from RIA firms, to contribute to meaningful conversations on creating a thriving environment for women in wealth management.

9:00am - 9:05am
Tech for Growth Summit Opening Remarks
9:05am - 9:30am
Tech for Growth Keynote Address
9:30am - 10:10am
C-Suite Perspectives: Orchestrating AI Integration in Wealth Management
10:10am - 10:50am
Navigating Digital Transformation in the AI Era
Showing 1 of 1 Streams
10:50am - 11:20am
Morning Networking and Refreshment Break
Showing 1 of 1 Streams
11:20am - 12:00pm
AI-Powered Growth: Marketing Innovation for Modern RIAs
12:00pm - 12:40pm
AI Implementation Roadmap: From Strategy to Execution
Showing 1 of 1 Streams
12:40pm - 1:20pm
Lunch for all Participants
1:20pm - 1:50pm
Dessert in the Foyer
Showing 1 of 1 Streams
1:50pm - 1:55pm
Welcome Remarks
1:55pm - 2:15pm
Keynote Address
2:15pm - 2:45pm
RIA M&A Pulse: The Latest Trends and Insights
2:45pm - 3:20pm
RIA Edge Roundtables

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.

Showing 1 of 1 Streams
3:20pm - 3:50pm
Afternoon Networking and Refreshment Break
Showing 1 of 1 Streams
3:50pm - 4:30pm
Merger Mastery: Building Strategic Partnerships to Transform RIA Business
4:30pm - 5:10pm
Driving Performance While Preserving Your Firm's Core Identity
Showing 1 of 1 Streams
5:10pm - 6:15pm
Waterside Welcome Reception
NextRIA Edge Day 2
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