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SUMMARY:RIA Technology & Practice Management Summit
DESCRIPTION:Join us as we build industry and community. Convene at One Liberty Plaza – 1 Liberty St\, New York\, NY 10006 \nThe 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. \nREGISTER NOW
URL:https://foundationsource.com/event/ria-technology-practice-management-summit/
CATEGORIES:Conferences
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SUMMARY:Kingdom Advisors: Redeeming Money 2026
DESCRIPTION:At Redeeming Money\, you will find a community of advisors dedicated to integrating faith and finance for kingdom impact. Don’t miss this moment. \nThere’s a groundswell taking place in our industry. Over $22 trillion in U.S. Christian wealth is positioned for greater kingdom impact. \nLeading firms are embracing faith-based planning and investing with unprecedented momentum. \nChristian clients are searching for an advisor who doesn’t just help them reach goals\, but also shares their values. \nAdvisors are ready for more than technical excellence – they want to live out their calling. \nREGISTER NOW
URL:https://foundationsource.com/event/kingdom-advisors-redeeming-money-2026/
CATEGORIES:Conferences
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