RIA Edge Austin Day 3Wednesday, 11 November 2026 - US Central

Top RIAs are scaling smarter, not just faster. Industry leaders share the strategies, lessons, and adaptations fueling their success in today's market. Take home proven tactics to unlock sustainable growth for your firm.

M&A can be a powerful catalyst for growth—but only when the strategy, valuation, and fit are right. This conversation will cut through the noise to deliver the insights every RIA leader needs to navigate today’s M&A landscape, evaluate opportunities with confidence, and understand what it really takes to make a deal work.

As competition for ultra-high-net-worth clients intensifies, leading RIAs are expanding beyond traditional wealth management to deliver a family office experience. This session explores which services truly matter, how firms are building scalable models, and where CEOs should invest to create deeper client relationships, stronger organic growth, and lasting competitive differentiation.

The next generation of investors is bringing different expectations, priorities, and perspectives to wealth management. This conversation will explore how firms can adapt—from the way they engage and communicate with clients to the evolving role of technology, financial planning, and investment solutions—to build deeper, more relevant relationships for the future.