What does it take to architect a future-ready wealth management firm? Unpack the findings from the recent CTO Think Tank held at RIA Edge West, where CTOs of billion-dollar RIAs discussed technology as a powerful differentiator and shared best practices for addressing today's complex technology landscape. From data management to AI integration, learn how leading firms balance cutting-edge innovation with practical, business-focused solutions.

Key lessons:

• Technology as a differentiator: Ways to use technology to attract advisors, clients and potential buyers.
• Prioritize essentials over trends: Making smart technology choices that address real business needs.
• Data integration and AI: The effective way to leverage data quality and artificial intelligence tools without complicating operations.

CIMA®, CPWA®, CIMC®, RMA® and AEP® CE credits have been applied for and are awaiting approval.

Sponsored by

Shannon Rosic – Moderator
WealthStack Director of Content and Solutions
WealthManagement.com

John O'Connell
Founder and Chief Executive Officer
The Oasis Group

Perry Rotella
Managing Director – Financial Services
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