What does it take to architect a future-ready wealth administration agency? Unpack the findings from the current CTO Suppose Tank held at RIA Edge West the place CTOs of billion-dollar+ RIAs mentioned expertise as a strong differentiator and shared greatest practices for addressing right this moment’s complicated tech panorama. From knowledge administration to AI integration, learn the way high companies steadiness cutting-edge innovation with sensible, business-focused options.
Key Learnings:
- Know-how as a Differentiator: Methods to make use of tech to draw new advisors, purchasers, and potential acquirers.
- Prioritizing Necessities Over Developments: Making clever expertise selections that handle actual enterprise wants.
- Information and AI Integration: Efficient strategies to leverage knowledge high quality and AI instruments with out overcomplicating operations.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Shannon Rosic – Moderator
Director of WealthStack Content material & Options
WealthManagement.com
John O’Connell
Founder and Chief Government Officer
The Oasis Group
Perry Rotella
Managing Director – Monetary Companies
Field
