2024 Event Information

Westin Times Square • New York City • Business Casual Attire

12:30 pm — Afternoon Registration and Networking

1:00 pm — Welcome and Opening Comments 

 —Host: David Armstrong, Director of Editorial Strategy & Operations, Wealth Management, Informa Connect

1:10 pm — CEO Panel Session

1:55 pm — CTO Panel Session

2:40 pm — Break

2:55 pm — Technology Roundtable Discussions: Innovations Reshaping the Future of Financial Advice

Allows executives at Finalist companies to share and hear opinions on the latest technology trends, products and services that are transforming financial advisory — on topics such as direct indexing technology, artificial intelligence, cybersecurity, goals-based investing platforms and securities-based lending.

—Facilitators: Members of the WealthManagement.com editorial staff and awards judges

4:00 pm — Cocktail Reception and Networking

Ziegfeld Ballroom • New York City • Black Tie

6:30 pm – Registration
7:00 - 10:30 pm Awards Gala 

Prominent venue for senior executives at finalist companies to participate in daytime CEO and CTO panels, roundtable breakout sessions, think tanks and networking.

The CEO Panel that takes place during the afternoon of the awards ceremony examines the emerging risks and opportunities in the business of financial advice, along with new competitors and business trends challenging the RIA model — and what firms are looking for now from vendors and partners.

The afternoon session is enriched with a panel led by key purchasing influencers at power users of WealthTech and by top executives who share their insights and vision for the future. This CTO Buyers Panel offers a rare and unique opportunity for executives to hear leading chief technology officers and other senior- level influencers discuss their latest large-scale technology priorities — and where they are investing for future growth, workflow efficiencies and client experience enhancements.

Taken together, these two expert panels offer a compelling forum for company executives to learn first-hand how other firm leaders view the current state and future direction of the industry.

The corresponding Executive Roundtable Breakout Sessions and networking allows executives to share and hear opinions on timely topics that includes APIs, direct indexing technology, artificial intelligence, digital transformation and cybersecurity. 

Our EDGE Diversity, Equity, Inclusion & Belonging Think Tank addresses recruiting, mentoring and empowering talent from underrepresented groups, and will highlight how participants and their organizations are successfully creating cultures of inclusion and belonging. And finally, our RPA Edge Think Tank (invite only) will connect decision-makers from across the RPA and Wealth Management industry ecosystems in an intimate, invitation-only meeting designed to reshape the future of retirement plan advice.

Located at The Westin New York at Times Square

Recognizing excellence among the vendors and suppliers who make a real difference in the daily activities of financial advisors

The WealthManagment.com Industry Awards ceremony is widely recognized as the awards event of the year in financial services. The black-tie awards dinner held at the Ziegfeld Ballroom in New York City includes executive networking, cocktail receptions, red carpet photos, afterparties and other fun activities.

Last year, more than 500 individuals from finalist companies came together to recognize and celebrate the best solutions from companies and individuals that help financial advisors succeed in their businesses and create better outcomes for their clients. The 2022 awards event also recognized the good work being done by the Foundation For Financial Planning in bringing quality pro bono financial advice to people in crisis or need – particularly military veterans and victims of domestic abuse – and for its Pro Bono for Cancer initiative.

Ceremony takes place at the Ziegfeld Ballroom. 

Reserve your hotel room at The Westin New York at Times Square here.