RIA
Technology
& Practice Management West
Summit

Join us as we build industry and community.

The RIA Technology & Practice Management West Summit is a one-day gathering of 100+ senior executives from leading independent registered investment advisory firms, each with a minimum of $100 million in AUM. This event brings together top decision-makers from across the country to explore innovative strategies in practice management, technology adoption, and operational efficiency. Attendees will engage in insightful panel discussions, dynamic presentations, interactive Q&A sessions, and enjoy over four hours of high-value networking with peers and industry experts.

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Sponsor

Speakers

Location

8:00 AM to 6:00 PM

Topics

The Future of Fintech

M&A Integration Best Practices

Marketing to Attract & Retain Clients

The AI Revolution in Wealth Management

Retaining & Developing Top Talent

Technology for Investment Excellence

About This Event

Portfolio Summits RIA content is built by and for Independent Registered Investment Advisors and includes dedicated discussions of investment topics as well as practice management, M&A and general trends within investment management.

Sponsorship opportunities are available for Asset Managers and Service Providers.

Reserve Your Seat