Online Summits
  • XCELLR8™  Online Summits

    XCELLR8™ Online Summits are virtual events providing a structured platform for advisors and home office executives to connect, learn, and gain insights from various leading financial services professionals, solution providers, and thought leaders. 

    Summits feature engaging, peer-to-peer, industry panels, keynotes, solution presentations, and expert case studies.

Online Series

Featured Recordings

XCELLER8 RIA & WealthTech SummitSuccession Planning Track

"Executing Acquisition and Succession"

Presented by Nick Parker, Live Oak Bank

XCELLER8 RIA & WealthTech Summit | Fiduciary Track

"Managing Portfolio Risk & Design in Complex Markets"

Presented by Yon Perullo, Rixtrema