What are the biggest challenges wealth management firms are working to solve? How is technology changing their businesses? And which ideas need a wider hearing across the industry?
At The Wealth Mosaic Live 2026: US, taking place at Nasdaq MarketSite in New York on November 2nd, we’re inviting attendees to share their perspectives through short video interviews and podcast conversations.
Alongside the on-stage event program, The Wealth Mosaic is creating opportunities for wealth managers, advisers, industry executives, and technology providers to discuss the issues shaping the sector, share their expertise, and bring their ideas to a wider audience.
Share your perspective in a short video interview
We’re inviting attendees to contribute to short, interviewer-led video conversations. These focused interviews offer an opportunity to discuss your role, share first-hand experience, and explore the challenges and opportunities shaping wealth management.
The format is designed to be accessible, with conversations lasting just a few minutes and built around a consistent set of questions. You don’t need a prepared presentation or sales pitch. We want to hear what you’re seeing in the market, what you’ve learnt, and what you think deserves more attention.
For wealth managers and advisers, that could mean discussing changing client expectations, operational challenges, or how technology is influencing the way advice is delivered. For technology providers, it’s an opportunity to explain the problems you help solve, demonstrate your understanding of wealth management, and share practical insights with the people working in the industry.
We’ll share the resulting content with participants, giving you material to use across your own professional networks and helping your perspective reach beyond the event.
Explore podcast opportunities
We’re also interested in hearing from attendees who would like to take part in podcast-style conversations about wealth management, technology, and the future of the industry.
Podcasts offer more room to explore an idea, discuss an emerging trend, or draw on your experience to explain how the market is changing. They provide an opportunity to develop a recognisable professional voice and give colleagues, clients, prospects, and industry peers a more detailed understanding of your perspective.
Podcast participation and recording arrangements must be agreed with our team in advance. If you have a topic in mind, get in touch to discuss the available options.
What can you get out of taking part?
Whether you are a wealth manager, adviser, industry executive, or technology provider, contributing to video or podcast content can help you:
- Build your professional profile by sharing your expertise with a wider wealth management audience.
- Put your perspective on the record answering the challenges and developments shaping the industry.
- Create shareable content for your professional or company channels.
- Start new conversations with potential clients, partners, peers, and others working across the sector.
- Extend the value of attending by giving your ideas a life beyond the event itself.
- We’re looking for contributions that are specific, useful, and grounded in experience. The aim is to share informed perspectives on wealth management, not deliver a sales pitch.
Interested in taking part?
If you’re registered for The Wealth Mosaic Live 2026: US and would like to participate in a video interview or podcast conversation, contact The Wealth Mosaic team at office@thewealthmosaic.com before the event.
Tell us about your role, the topics you’d like to discuss, and whether you’re interested in a short video interview or a longer podcast conversation. We’ll follow up to discuss suitability, availability, timings, and permissions.
Interview and recording slots are limited. Participation is subject to availability and confirmation, so please contact us in advance.
Join the conversation at Nasdaq MarketSite on November 2nd and help bring the ideas shaping wealth management to a wider audience. Book a meeting with our team today.
Not yet registered for the event?
If you haven’t yet registered, there’s still time to secure your place at The Wealth Mosaic Live 2026: US. Connect with people across wealth management, explore the technologies and ideas shaping the sector, and take part in the conversations moving the industry forward. Get your ticket today here.
About The Wealth Mosaic
The Wealth Mosaic is a UK-headquartered online solution provider directory and knowledge resource, focused specifically on the wealth management industry.
For wealth managers, the buy side of our marketplace, The Wealth Mosaic is designed to enable discovery of key solutions, solution providers and knowledge resources by specific business needs.
For solution providers and vendors, the sell side of our marketplace, The Wealth Mosaic exists to support the positioning, exposure and business development needs of these firms in a more complex and demanding market.
