WISE's annual Member Meeting returns this October, bringing together wealth management leaders to tackle our industry's most pressing challenges. As an attendee, you'll gain privileged access to our latest research as well as unique opportunities to build relationships with fellow decision makers.

There's an added plus this year: our event is co-located for the first time with the Datos Insights' Wealth Management Forum, giving you access to can't-miss keynotes from industry leaders like Bob Oros (Hightower) and Andy Blocker (Invesco) and powerful ​presentations on topics such as pricing, technology strategy and serving UHNW clients.  These sessions neatly complement the insights you receive as a WISE member, while maximizing your networking opportunities in one dynamic location.

As in the past, we will deliver an update on industry financials, trends, and emerging hot topics based on our latest proprietary data. The session is flexible enough to accommodate input from attendees. We’ll then break for lunch and rejoin the larger Wealth Management Forum session for panels, awards, and cocktails.

Don't miss this opportunity to gain perspectives you can't find anywhere else and develop actionable plans for sustainable growth in 2026 and beyond.

Registration is complimentary for WISE member institutions.

Questions about your registration? Please email events@datos-insights.com.

Attendees represent bank wealth managers and trust companies of all sizes from across the United States. In general, attendees are able to speak to a variety of strategic and operational issues impacting their firm. To enable dialogue between attendees, we request one representative per member firm. Exceptions to this policy will depend on space and availability. 

As in the past, we will deliver an update on industry financials, trends, and emerging hot topics based on our latest proprietary data. The session is flexible enough to accommodate input from attendees. We’ll then break for lunch and rejoin the larger Wealth Management Forum session for panels, awards, and cocktails.

Please contact Will Trout at wtrout@datos-insights.com to nominate issues for discussion. 

Join us Wednesday, October 15 at Docks Oyster Bar and Grill for an exclusive networking reception where you can connect with fellow wealth management executives in a relaxed setting. This pre-meeting gathering provides an invaluable opportunity to build relationships with peers facing similar challenges across the industry. 

Event Chairs