Events

The Ridgeline Chicago Summit is a half-day event held at Cindy’s Rooftop that brings together industry leaders to network and explore Ridgeline’s latest AI-driven updates and strategies for transforming the investment management landscape.

AssetOps Toronto is purpose-built for asset management firms ready to move from discussion to actionable transformation. It’s a community platform, not just an event, where operational leaders can: Benchmark strategies regionally and globally. Learn from peers tackling similar challenges. Collaborate on content and thought leadership. Leave with concrete ideas and connections to drive change.

Join Sterling Perkins, Ridgeline Director of Solutions Consulting and John Morton, Senior Lead Technology for a live 30-minute webinar session. Operations leaders are often forced to work around systems that weren’t built for today’s scale, leading to strained processes, increasing exceptions, and heavy reliance on manual effort. While the work gets done, it requires constant follow-up and limits focus on higher-value activities. This webinar creates space to step back and rethink how operations are designed and executed. Participants will explore common challenges, examine how work actually flows within their organizations, and evaluate how agentic, intelligent workflows can transform coordination. Expect a session that is engaging and practical, grounded in the realities of running operations at scale. Note: These webinars are live and not recorded.

RIA Edge Nashville gathers a unique community of 350+ senior leaders and innovators from across the wealth management industry, featuring 250+ senior advisors from some of the most influential wealth management firms across the U.S.

RIA Edge Nashville gathers a unique community of 350+ senior leaders and innovators from across the wealth management industry, featuring 250+ senior advisors from some of the most influential wealth management firms across the U.S.

The CTO Summit is FTF's annual meeting programmed specifically for the heads of IT at investment management firms. The theme of this year's CTO Summit is “Adapting to a Changing Marketplace,” as investment firms face a future of consolidation and de-institutionalization. On the afternoon of day two, join data management specialists at North American investment management firms for a deep dive into governing, managing, and extracting value from data in the investment enterprise.

A premier wealth management conference bringing together senior financial advisors, RIAs, and industry leaders focused on investment strategy, tech, growth and networking