The Private Wealth US Retreat brought together over 200 industry leaders and professionals to shape the future of wealth management. This exclusive event served as a dynamic platform for exchanging ideas, fostering collaboration, and networking among the brightest minds in finance.
Biggs is using his experience as a pension fund analyst, RIA chief investment officer and Principal to determine best practices and due diligence for new Alt investment offerings at The Mather Group.
A discussion of the effective practices behind sustained, organic growth in the financial advisory industry with Victoria Trumbower, Managing Member of Trumbower Financial Advisors.
Karisa Diephouse, chief operating officer at Beacon Pointe Advisors, details the rise of the M&A trend in
wealth management and her role as part of the largest female-run RIA in the
country.
Laura LaTourette (she/her/hers) takes a unique view about
how she approaches running her Georgia-based RIA, Family Wealth Management
Group. From an entrepreneurship lens, LaTourette works to differentiate her
brand within a crowded market, which can make all the difference when setting
out to create a long-lasting, thriving private wealth practice.
Kristen Oliveri, Head of Private Wealth Content at
Markets Group, sits down with Carina Diamond, the chief experience officer of
Dakota Wealth Management, to discuss how Diamond has cultivated a unique firm
culture within her RIA, helping both clients and employees flourish in a time
of great change.