RIA Technology & Practice Management Summit 2026
Description
The inaugural RIA Technology & Practice Management Summit is a premier one-day event designed specifically for senior executives from independent registered investment advisory firms, each managing a minimum of $100 million in assets under management (AUM). This exclusive gathering aims to unite over 100 top decision-makers from across the country,
Highlights
One-day event for senior executives from leading independent registered investment advisory firms. Focus on innovative strategies in practice management, technology adoption, and operational efficiency. Features panel discussions, presentations, and interactive Q&A sessions. Over four hours of networking opportunities with peers and industry experts. Topics include the future of fintech, M&A integration best practices, and AI in wealth management. Dedicated discussions on marketing strategies to attract and retain clients. Emphasis on retaining and developing top talent within the industry. Exploration of technology for investment excellence. Content tailored for Independent Registered Investment Advisors managing a minimum of $100 million in AUM. Sponsorship opportunities available for asset managers and service providers.
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