Wealth Management Leaders Gather for Their Future: Sowell Management Symposium Insights

Upcoming Symposium by Sowell Management

In an era of rapid change in the financial landscape, Sowell Management is preparing to host a pivotal symposium in Laguna Beach, California, from April 28 to 30, 2025. This event aims to gather top financial advisors to explore emerging opportunities in wealth management and discuss future trends that will shape the industry.

Sowell Management, a Registered Investment Advisor (RIA) founded more than two decades ago, is renowned for its dedication to a fee-based fiduciary investment approach. As of April 2025, the company boasts an impressive $5.5 billion in assets under management and administration (AUM/AUA), offering comprehensive turnkey asset management solutions. Their commitment to building strong relationships with advisors is at the core of their success. Bill Sowell, the founder and CEO, emphasizes the significance of these connections: "From the beginning, we've prioritized understanding the needs of the advisors we work with. This symposium exemplifies our commitment to facilitating meaningful interactions."

At the symposium, participants can expect a mixture of insightful keynote speeches, hands-on strategy sessions, and exclusive networking opportunities. Keynote speaker Jason Hsu, CEO of Rayliant Global Advisors, is set to discuss innovative investment platforms, emphasizing the need for advisors to adopt tailored, risk-targeted models that can enhance their service offerings.

In addition to Rayliant, industry giants such as Goldman Sachs, GeoWealth, and Forum Investment Group will share their expertise on the latest technologies in portfolio management and the rising trends in alternative investments. Daryl Seaton, the President of Sowell Management, believes that the curated environment of the symposium provides a unique opportunity for advisors to ask pressing questions and receive actionable insights.

The agenda will also showcase Sowell Management’s investment management platform and its bespoke OCIO (Outsourced Chief Investment Officer) services. Attendees will explore the expanded suite of products backed by extensive research from Rayliant Global Advisors and institutional portfolio construction support from Goldman Sachs Asset Management.

Seaton highlighted the adaptive nature of their solutions: "As market conditions evolve, so must our strategies. This symposium will equip advisors with the tools they need to broaden their service offerings in response to client demands."

This gathering reflects Sowell Management's overarching mission to empower advisors, allowing them to focus on their core competency—client engagement—while relying on the firm's resources and expertise to drive growth and success. With plans for similar high-impact events in the future, Sowell Management strives to create an environment where collaboration among advisors can flourish, fostering enhancing client services and a thriving advisory practice.

The symposium will take place at the picturesque Surf and Sand Resort, providing a scenic backdrop for meaningful dialogues and valuable exchanges. For more information on the event, interested parties can reach out to Erin Taylor, Senior Vice President of Marketing, at [email protected].

About Sowell Management: Founded in 2001 by Bill Sowell, Sowell Management has grown into a trusted partner for financial advisors nationwide, guiding them towards true independence with a comprehensive platform of services and solutions. With a network representing over $5.5 billion in client assets, the firm remains committed to focusing on advisor needs and evolving market dynamics.

*Regulatory assets under management (AUM) involve active management services provided by Sowell for client portfolios, while assets under administration (AUA) reflect the total assets managed through administrative services. Partnering with a highly-rated advisor does not guarantee superior performance outcomes for clients.