This week, the Moore Invested team had the privilege of attending the 2025 Arkadios Capital National Conference, held at the stunning St. Regis in Atlanta, Georgia. The event brought together some of the brightest minds and most forward-thinking professionals in the wealth management industry for several days of inspiration, innovation, and invaluable connection.
From start to finish, the conference delivered an engaging agenda packed with educational sessions, thought-provoking discussions, and opportunities to reflect on how we as advisors can continue to elevate the client experience.
Insightful Speakers & Powerful Perspectives
The speaker lineup was nothing short of outstanding. We were honored to hear Rob Waldner, CFA, Chief Strategist and Head of Macro Research at Invesco, share his presentation “Invesco’s Macro Investment Views.” His deep dive into the current economic landscape, market trends, and the global forces shaping investment strategies offered tremendous insight for advisors looking to navigate uncertainty with clarity and confidence.
Another highlight of the event was “Excellence Wins” by Horst Schulze, the legendary Co-founder of The Ritz-Carlton. His timeless lessons on leadership, service, and organizational excellence reminded us that true success—whether in hospitality or financial advising—comes from a commitment to excellence in every detail. His message reinforced that the client experience isn’t just about results; it’s about relationships, trust, and the pursuit of something exceptional every day.
Adding a touch of wonder and entertainment to the event, we were captivated by the incredible Rmax Goodwin, world-class magician and mentalist. His performance was a perfect reminder of the power of creativity, focus, and seeing the world from new perspectives—qualities that resonate deeply with our approach to innovation and problem-solving in financial planning.
Vision, Leadership, and the Future of Advice
We also extend our sincere gratitude to the Arkadios leadership team for organizing such a dynamic and informative event. Each session was thoughtfully designed to provide actionable insights, from emerging investment technologies to evolving regulatory landscapes and best practices for wealth advisors.
A special thank-you goes to David Millican, CEO of Arkadios, for his inspiring address, “Setting the Vision.” His leadership continues to propel the Arkadios community forward, fostering an environment where advisors can thrive, collaborate, and serve clients with integrity and innovation.
The conference’s panel discussions featured an impressive lineup of experts who explored timely topics shaping the future of wealth management. Their shared wisdom and real-world experience reinforced the importance of adaptability, continuous learning, and forward-thinking strategy in today’s fast-moving financial world.