Growing Your RIA through Product Offerings, Technology and Operational Efficiencies

As the Registered Investment Advisor (RIA) industry matures, the need for information on the latest industry trends and practice management advice is more pressing than ever.

Whether you are a newbie, a breakaway adviser, or run an established RIA firm, you need the latest strategies, tactics, tools and best practices on how to set up and efficiently operate an RIA practice.

The InvestmentNews RIA Summit 2.0, October 6-7 (virtual) will offer the highest quality content on how to deliver fee-based products and services, including alternative investment products, new areas of advice that RIAs can now offer, as well as content focused on marketing, technology, recruiting, succession, and more

Our two concurrent streams will offer topics and speakers that align with unique needs of each of the two segments - “established” RIAs and “breakaway advisor” or “new” RIA.

RIA SUMMIT 1 WAS A HIT!

But don't take our word for it. Here is what the attendees had to say.

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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.