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Zephyr's Adjusted for Risk: In-Depth with David Armstrong - The Future of Investment Conferences and Wealth Management TrendsZephyr's Adjusted for Risk: In-Depth with David Armstrong - The Future of Investment Conferences and Wealth Management Trends

Host Ryan Nauman interviews David Armstrong of WealthManagement.com about the upcoming Wealth Management EDGE conference, changes in the wealth management conference landscape and key industry trends.

Ryan Nauman, Market Strategist

May 28, 2025

In this episode of Zephyr's Adjusted for Risk podcast, host Ryan Nauman sits down with David Armstrong, executive director of content at WealthManagement.com and host of the RIA Edge podcast.

They discuss the upcoming Wealth Management EDGE conference, evolution and trends in the wealth management conference industry, and the impact of market volatility. David shares insights about how technology, private equity and differentiated investment strategies are shaping the future of financial advising. They also explore tips for advisors to better navigate and choose from the multitude of conferences available.

Zephyr can help financial advisors address current investment trends. Learn more here.
Learn more about Wealth Management EDGE here.

00:00 Introduction and Welcome
00:59 Guest Introduction: David Armstrong
01:51 David Armstrong's Background
03:44 Evolution of Wealth Management Conferences
06:35 Importance of Attending Conferences
12:47 Maximizing Conference Value
15:43 Exciting Sessions at Wealth Management Edge
21:38 Trends in Wealth Management
25:32 Conclusion and Farewell

About the Author

Ryan Nauman

Ryan Nauman

Market Strategist, Zephyr

As Zephyr’s Market Strategist, Ryan Nauman provides thought-provoking analysis and research on market trends across asset classes, sectors, and regions to help empower better asset allocation strategy decisions. His ability to navigate complex market dynamics and identify emerging trends has made him a trusted voice among investors and industry professionals alike. He is an accomplished investment strategist who has spent the last 22 years in the investment management industry, ranging from working with plan sponsors, managing the investments of retail investors, and providing actionable thought leadership to investment professionals.

See more from Ryan Nauman

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