AI, Data, and Security: Inside the CTO Strategy for Elite RIAs

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 tech landscape. From data management to AI integration, learn how top firms balance cutting-edge innovation with practical, business-focused solutions.

Key Learnings:

• Technology as a Differentiator: Ways to use tech to attract new advisors, clients, and potential acquirers.
• Prioritizing Essentials Over Trends: Making wise technology choices that address real business needs.
• Data and AI Integration: Effective methods to leverage data quality and AI tools without overcomplicating operations.

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

Sponsored by

Shannon Rosic – Moderator

Director of WealthStack Content & Solutions

WealthManagement.com

John O’Connell

Founder and Chief Executive Officer

The Oasis Group

Perry Rotella

Managing Director – Financial Services

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