Name
Breakout Sessions B #1 - AI Strategy for RIA Business Leaders: Making the Decisions That Create Durable Advantage. OR #2 - Custodian Relationships as a Business Asset: Getting More Than Custody.
Date & Time
Wednesday, April 15, 2026, 1:10 PM - 1:40 PM
Description

Breakout Sessions B

Collaborative  |  Wealth Firms and Solution Providers  |  30 Minutes

#1 - AI Strategy for RIA Business Leaders: Making the Decisions That Create Durable Advantage.

The firms moving with intention on AI are starting to pull ahead, and the leaders in this room are the ones making those decisions. We are not here to talk about technology features. We are here to discuss where to invest, how to govern it, what to require from our partners, and how to build something that creates real competitive advantage rather than just keeping up.

 

#2 - Custodian Relationships as a Business Asset: Getting More Than Custody.

The best RIA business leaders do not treat their custodian relationships as something to manage around. They treat them as a real asset: technology integration, data access, practice management support, lending capabilities, business development resources. The firms getting the most out of these relationships know what they are worth and they ask for what they need.