Event Details
📅 May 12, 2026
🕡 4:30 PM - 6:30 PM
📍 Financial Planning Studio, 360 Park Avenue South, New York, NY
Senior marketing and growth leaders across asset management, wealthtech, and technology providers are navigating a rapidly shifting advisor landscape. The way advisory firms operate, make decisions, and evaluate partners is evolving quickly, driven by advances in technology, AI, and changing client expectations.
Join Financial Planning for an invitation-only forum focused on what the advisory firm of 2030 looks like and what it takes to drive and scale growth in the advisor market.
Moderated by Nick Rice, Director at Brunswick Group, with April Rudin, Founder and CEO of The Rudin Group, joining the panel, this discussion will bring together senior technology leaders from wealth management firms to share how advisory businesses are evolving across technology, client engagement, and operating models.
The conversation will examine how these shifts are influencing buying behavior, shaping priorities, and redefining how firms evaluate and select partners across the advisor ecosystem.
Agenda
4:30 PM – Panel discussion and audience Q&A
5:30 PM – Networking reception with small bites and beverages
6:30 PM – Event concludes
Copies of Wealth Management With a Difference will be available during the reception, with a book signing.
Who Should Attend
Senior marketing and growth leaders from:
- Technology and solution providers
- Asset managers
- Wealthtech platforms
Why Attend
- Gain insight into how advisory firms are evolving toward 2030
- Better understand advisor priorities, buying behavior, and decision-making
- Learn how technology and AI are reshaping the advisor experience
- Connect with peers focused on growth in the wealth management market
Reserve Your Seat
Reserve your seat for The Advisory Firm of 2030: Scaling Growth in the Advisor Market
