The registered investment advisor (RIA) channel is no longer defined by independence alone. Over the past two decades, it has evolved from a constellation of founder‑led practices into one of…
Inside iCapital Connect 2026
Discover insights and perspectives from iCapital Connect 2026, as independent advisors, world leaders and industry experts gathered for conversation, connection, and shared learning.
What We Heard
At a moment defined by geopolitical uncertainty, rapid technological change, and increasing portfolio complexity, iCapital Connect 2026 gathered leaders across asset management, wealth management, and technology to examine how the…
At iCapital’s main stage, the AI conversation focused less on labor market disruption and more on pragmatic direction: how AI can strengthen human expertise and make better decisions possible at scale. Taking the stage for…
Artificial intelligence has moved quickly from novelty to workforce necessity. But as enterprise leaders look beyond experimentation, a new phase is taking shape—one that shifts AI from answering questions to…
What We Saw
What We’re Talking About
What Makes a Good Manager? Start With a Plan.
Live from iCapital Connect 2026, Rob Ebling discusses how his firm approaches investing through a planning-first lens and highlighting how iCapital provides access, research, and tools to help advisors evaluate and select managers
What’s Driving Better Advisor Decisions Today?
Live from iCapital Connect 2026, Larry Wilson discusses how Arrow Investment Group works with iCapital to deliver structured products, analytics, and tools designed to support advisor decision-making.
Why Liquidity Is Reshaping Asset Allocation
Live from iCapital Connect 2026, Lauren Ferry from Lord Abbett discusses how liquidity and evolving asset allocation decisions—especially around private credit—are top of mind, as advisors work to align the right investment vehicles with client needs.
Monthly Alts Pulse Ep. 20 The Private Markets Mindset Wealth Managers Need Kunal Shah Kunal draws on 20 years of experience across institutional and wealth channels to break down why…
RIA Client Spotlight: Robert Picard on Private Credit in Client Portfolios Live from Connect 2026, Robert walks through how Hightower serves clients across the full spectrum, from accredited investors taking…
Beyond 60/40 Video: Episode 55 – What’s Next for Wealth Management in an AI Era
Sonali Basak sits down with Mike Durbin, CEO of Cetera Financial Group, to discuss why scale, not size, is driving the next phase of industry growth.
Beyond 60/40 Video: Episode 55 What’s Next for Wealth Management in an AI Era In this episode of Beyond 60/40, Sonali Basak sits down with Mike Durbin, CEO of Cetera…
Beyond 60/40 Video: Episode 54 – Why It’s Still a Bull Market for Advice
Shirl Penney, CEO and Founder of Dynasty Financial Partners discusses why it remains a bull market for advice, even amid market volatility.
Beyond 60/40 Video: Episode 54 Why It’s Still a Bull Market for Advice The wealth management industry is undergoing rapid change—from advisor‑led M&A and rising investor interest to the growing…
