The #WealthStack Podcast @ShannonRosic, director of WealthStack content and solutions, sits down with John Connell, CEO and co-founder of Focal, to explore the transformative power of agentic AI in the financial advisory space. Listen to the podcast >> spr.ly/6010IJvDO

A strong final day at #RIAEdgeWest! Joe Sabol from @Yrefy_LLC shared how private credit is "Investing in America's Future" through innovative education finance. Exciting times ahead for investors! #PrivateCredit #WealthManagement #Finance #Investing

Day 3 at #RIAEdgeWest started with an exclusive Female Advisor Breakfast (FAB)! 🥂 Thanks to Schwab Advisor Services for sponsoring & our fab speakers Carol Benz, Cary Carbonaro & Leslie Tabor. Together, we're fostering leadership & community in #WealthManagement! #WomenInFinance

At #RIAEdgeWest, Amplifying Growth Through Strategic Referral Marketing with C-level leaders Joe Anthony GregoryFCA, Alli Warner BeaconPointeRIA, Darcy O'Brien SimonQuickAdvrs, Gary Roth ModernWealth offered insights on generating referrals for growth. #WealthManagement

At #RIAEdgeWest, speakers Denitsa Balunis (@EdelmanFE), Derek Bruton (Gladstone Associates), & Kyle Miller (EP Wealth) discussed how buyers & sellers align goals in RIA M&A deals. Great insights into what drives successful transactions! #WealthManagement #FinancialAdvisors #M&A

At Day 2 of #RIAEdgeWest, Jared Fingeret of @LPLFinancial, tackled the challenges G2 advisors face in acquiring advisory practices. From capital access to PE influence, he shared insights on making ownership more accessible for the next-gen. #NextGenAdvisors #WealthManagement

RIA Edge West is to a great start. @TIFINfintech's President and CRO Rob Pettman discussed practical application of AI in Wealth Management. spr.ly/6017UYcXf #riaedge #riaedgewest #techforgrowth #wealthstack #WealthManagement #aiforadvisors

Did you know we’ve got a new tech for growth summit at RIA Edge West? Powered by WealthStack, this dedicated summit helps elite advisors leverage tech to unlock business growth and create scalable, repeatable and personalized experiences for clients: spr.ly/6011mZiYt

Calling all CTOs/Head of Tech at $1B+ RIAs! Join us at RIA Edge West for a CTO Think Tank, hosted by John O’Connell from The Oasis Group and Shannon Rosic. Interested in attending? Find out more: spr.ly/6011l7NQZ

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Sign up to receive the insights, trends, and analysis needed to stay in the loop on the developments in the financial services industry. Find the newsletter that's right for you by clicking on the link below. Click Here to Subscribe >> spr.ly/6012cTCOq

What's In My #WealthStack Emily Jaffe, president and Certified Divorce Financial Analyst at @OfcWealth uses a customized technology stack at her $137 AUM firm to bring “Order From Chaos.” Read more >> spr.ly/60145v3Ak

StraightLine Group: Customizing The Tech Stack For Clients In #Retirement Chief Growth Officer Rob Rickey discusses the modifications the $1.1 billion #AUM firm has made to serve its clientele. Read more here >> spr.ly/60165zHMp

Bridget Venus Grimes, founder of #WealthChoice and co-founder of @EquitaFn, explains how her $90 million #AUM firm uses its tech stack to help women tech workers, attorneys, founders and business owners navigate financial challenges. Read more >> spr.ly/6018eWUcq