---
title: Are You Ready to Take Your RIA Firm to the Next Level?
description: Are You Ready to Take Your RIA Firm to the Next Level?
---

[NAIFA's Members Blog ](https://members.naifa.org/blog)

# [Are You Ready to Take Your RIA Firm to the Next Level?](https://members.naifa.org/blog/are-you-ready-to-take-your-ria-firm-to-the-next-level)

 Written by [Justi Folladori](https://members.naifa.org/blog/author/justi-folladori) | Mar 16, 2026 1:00:02 PM

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| RIA Edge Nashville is a gathering of the most successful leaders in the wealth management industry designed to help accelerate your firm's growth. We've built an impactful agenda that is designed to empower you with expert-led insights and strategies across two content pillars:   Business growth: Learn from industry visionaries as they share strategies for M&A, succession planning, leadership development and integrating alternative investments to build a thriving firm   Tech for growth: Discover how AI and leading technologies are revolutionizing the way RIAs scale their businesses, enhance client experiences and drive operational efficiency   Don't miss your chance to be part of the conversation shaping the future of financial advice. Save 20% on your pass with code NAIFA2026. |
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| SAVE 20% ON MY REGISTRATION |
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| Registrations can be made online, by calling +1-888-670-8200 or by emailing register@informaconnect.com. |
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| Business growth: |
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| Accelerate Growth and Attract Top Talent: Proven Strategies for RIA Leaders with panelist Micheal LaMena, CEO, Wealthspire Learn more >> |
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| Everything You Wanted to Know About M&A But Were Afraid to Ask with panelist Vince Curtin, Head of Mergers and Acquisitions Strategy, Modera Learn more >> |
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| Unlocking Private Markets: Strategic Allocation and Portfolio Construction for RIA Firms with panelist Simeon Wallis, CFA, Chief Investment Officer and Partner, Aprio Wealth Management and the Director of Aprio Family Office Learn more >> |
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| Tech for growth: |
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| Responsible Intelligence: Navigating AI, Regulation, and Risk in Wealth Management with panelist Azish Filabi, Managing Director, Maguire Center for Ethics & Associate Professor of Business Ethics, The American College of Financial Services  Learn more >> |
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| The Next Era of Advisor Productivity: Digital Co-pilots, Agents, and Autonomous Advice, Oh My! with panelist Channing Olson, Chief Operating Officer, Wealthspire Advisors Learn more >> |
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| Beyond the Plan: Real-World Advisors Redefining Quality Through Technology with panelist Jack Csenge, CFP, Csenge Advisory Group Learn more >> |
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| VIEW THE FULL AGENDA |
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| These senior leaders from some of the most successful RIA firms will be there. Will you? |
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| Alera Group, Chief Growth Officer Carson Group, SVP, M&A Dimensional Fund Advisors, Regional Director, Family Office First Clearing, National Director Hightower Advisors, Head of M&A IEQ Capital, Senior Director Independent Advisor Alliance, Chief Growth Officer Integrated Financial Group, CEO Integrated Partners, President Mariner, Managing Director Mercer Advisors, VP, Partner Development Merit Financial Advisors, Vice President, Strategic Partnerships Perigon Wealth Management, President, Corporate Development Private Wealth Asset Management, CEO RBC Clearing & Custody, Chief Technology Officer Rothschild Wealth Partners, Chief Growth Officer Synergy Wealth Alliance, CEO United Advisor Group, Director Wealth Enhancement, Director of Advisory Services Wealthspire, CEO |
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| WHO ELSE ATTENDS |
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| Find your next big client at RIA Edge Nashville |
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| Engage with influential leaders, create meaningful relationships and fuel your next wave of growth. Showcase your brand and leave your mark on the advisor community's leading networking event. |
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| GET IN TOUCH |
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| Additional opportunities to be involved at RIA Edge Nashville: Apply to speak \| Free media passes \| Partnerships |
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[View full post](https://members.naifa.org/blog/are-you-ready-to-take-your-ria-firm-to-the-next-level)

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