OCTOBER 16, 2025 | NEW YORK, NY
Wealth Management Forum
OCTOBER 16, 2025 | NEW YORK, NY
Wealth Management Forum
Growing Through Scale
#WMF
Get ready for an
empowered experience.
Get ready for an
empowered experience.
This exclusive forum enables wealth management executives to make better strategic, operational, and technology decisions through insight from unbiased research, real-world case studies, and authentic peer perspectives.
Why #WMF?
Datos Insights brings you a premier gathering of wealth management leaders focused on making critical decisions today to set up future growth.
Don't take our word for it! Our attendees say it best: "Once you meet other practitioners in a setup like this, there's always that free flow of thoughts that helps everybody...That's what keeps bringing me back."
Insights that drive growth.
Datos Insights research reveals the wealth management industry is in a state of accelerating managed transformation.
Strong fundamentals signal future growth:
- $170 trillion wealth transfer upcoming
- 350% growth in Ultra High Net Worth segment
- Private equity confidence remains high, accounting for 78% of M&A deals
Yet the industry faces structural challenges:
- 65% of key advisors plan to retire by 2030
- Compensation expenses at wealth management firms (8.9%) are increasing significantly faster than inflation (5.6%)
- 5% of wealth management accounts contain less than $1 million in AuM, creating a service and efficiency bottleneck
Wealth managers seeking to thrive in this uncertain future must take action now to scale their operations, empower their advisors, and harness the power of digitization.
Join in critical conversations, hear real-world success stories, and access data you can't get anywhere else to give your organization a jump on what's around the corner.
What can you expect from the Wealth Management Forum 2025?
We can think of dozens of reasons for max ROI, but here are a few.
Invaluable Networking
Connect with the industry's leading tech decision-makers and experts to discuss critical issues and make better decisions.
Expert Insights
Gain exclusive access to Datos Insights' advisors, proprietary research, and data you won't find anywhere else.
Success Stories
Discover why top performers are winning and take home actionable insights to apply at your company.
Candid Discussions
Have honest, off-the-record conversations with peers in intimate, topic-based forums.
Keynote
RIA Consolidation and the Future of the US Wealth Management Industry
Bob Oros
CEO of RIA champion Hightower Advisors
Essential conversations.
Future of Advice
Attracting and retaining next-gen advisors
Balancing technology investment with human value
Combating fraud through advisor-driven strategies
Developing succession plans to protect assets and client relationships
Integrating behavioral finance insights into client solutions
Operating Models
Analyzing data throughput and analytics bottlenecks
Building proprietary advisor solutions
Leveraging AI to increase advisor productivity
Optimizing digital technology to differentiate service models
Overcoming data analytics and implementation challenges
Growth Strategies
Adapting and planning services for key segments
Developing AI and machine learning applications
Optimizing pricing strategies
Targeting new demographics
Transforming trust and estate planning
Risk & Compliance
Anticipating regulatory change
Designing responsive platform governance models
Leveraging data to optimize risk management
Who attends #WMF?
The Wealth Management Forum attracts a diverse group of industry leaders and innovators, including:
Plan your visit.
Strategy and Transformation Executives
Industry Experts and Advisors
Technology and Service Providers
Hearing smart people share what they're doing to ultimately solve household wellness needs, financial wellness needs, it's just so educational for me and enlightening for me, And it allows me to go back with a lot of great ideas and a couple of new friends.
John Amore
Head of Wealth Management, Kestra Financial
Plan your visit.
Plan your visit.
Jump into the future with Wealth Management Forum 2025
01
Venue
The Wealth Management Forum will be held at
Apella NYC
450 E 29th Street 2nd Floor
New York, NY 10016
02
Hotel
03
Transportation
An experience like no other.
An experience like no other.
What if just one event in 2025 could ensure your company makes the short list?
What if just one event in 2025 could elevate your organization’s status in the industry?
Become a sponsor and connect your team with the decision-makers who will drive your growth.
Our sponsorship offerings provide multiple ways to engage with attendees, influence their perspectives, and enhance your brand visibility. Choose a single sponsorship or combine options to create a customized package that fits your priorities and budget.
Sound good? Great. Reach out to our team today!
