RIA Technology & Practice Management Summit

Join us as we build industry and community. Convene at One Liberty Plaza – 1 Liberty St, New York, NY 10006

The inaugural RIA Technology & Practice Management 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.