Wealth Management Industry Awards Agenda
Advance event registration is required - in order to attend the afternoon sessions and/or evening awards gala, guests must register in advance. If you are interested in joining us on September 10th, please contact your business development manager for more details.
Wealth Management Industry Awards 2026 Schedule of Events
THURSDAY, SEPTEMBER 10 | 2026 Afternoon Executive Sessions Agenda
Convene 360 Madison Avenue • New York City • Business Casual Attire
11:30 am – 12:30 pm — Afternoon Registration and Lunch
12:30 – 12:40 pm — Welcome and Opening Comments
— Host: David Armstrong, Director of Editorial Strategy and Operations, WealthManagement.com
12:40 – 1:30 pm — CEO Panel Session
Examines 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.
1:30 – 2:00 — PM Break
2:00 pm – 3:30 pm — The Future of Advice – Executive Roundtables
Join a small group of your peers for a candid, facilitated conversation on the key topics shaping the future of your firm. Each roundtable brings together executives navigating the same challenges, such as AI adoption, organic growth, workflow automation, cybersecurity, and technology rationalization to share what's working, what isn't, and what's next. Select the session that best matches your current priorities and come ready to contribute.
— Facilitators: Members of the WealthManagement.com editorial staff and awards judges
3:30 – 4:30 pm — Afternoon Reception and Networking
2026 Evening Awards Ceremony
Cipriani • New York City • Black Tie
6:30 pm — Registration
7:00 – 11:00 pm — Awards Gala
Cocktail reception, networking, awards dinner, presentations honoring the 2026 Wealthies Finalists and Winners, and afterparty