It’s no secret that the wealth management industry is undergoing a steady migration toward the independent RIA model that is dramatically reshaping the way financial planning gets done. But whether you are breaking away from a career as a wirehouse rep or preparing to launch a brand-new advisory firm, there are lessons and strategies to learn before making the leap.
With that in mind, InvestmentNews is hosting this RIA Virtual Summit that will act as a road map for advisers pursuing the independent channel and offer the latest trends and updates for the established RIA.
This two-day virtual event, May 18-19, 2021, is designed as a two-track program - a track for both established and one for breakaway/ new RIAs - so advisers can select the topics they need, covering everything from business planning to finding a custodian to marketing and building back-office systems and partnering with technology providers. This Summit also offers the unique opportunity to network with established and new RIAs in one community!
The Summit, which will be virtual in its inaugural year, leverages IN’s decades of industry knowledge, access, and resources in the RIA channel. This will be the most comprehensive program out there for anyone considering the independent RIA route.
InvestmentNews is the trusted resource for financial advisers. Our multi-platform approach consists of quality content, data and information, served to advisers across our premium magazine, digital, research, custom, and events. Our extensive reach includes 1.1 million financial services professionals who influence more than $23T in managed assets.* Our technology-led platforms and intelligence, coupled with our reader engagement, has allowed us to provide extensive coverage and analysis of important topics in the financial advisory industry, ultimately providing our audience with content that enables them to do their jobs better.
*Source: Advantage, Google Analytics, Microsoft Dynamics, Cvent, LSC PagePro, LinkedIn, Twitter, Facebook, July 2020.