The lineup of speakers was very high caliber and extremely knowledgeable in their respective areas.
Grow Your RIA through Product Offerings, Technology, and Operational Efficiencies
As the RIA industry matures, the need for information on the latest industry trends and practice management advice is more pressing than ever. Whether you’re an established advisor, NextGen advisor, breakaway, 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.
InvestmentNews' RIA Summit offers 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 PAST RIA SUMMITS WERE AMAZING!
But don't take our word for it, see what attendees had to say...
Of the 10yrs in the industry and having attended numerous events over, this is the first event that for me all of the content was timely, valuable, and needed. The were no lull in any of the presentations. I felt that if I stepped away for any reason, I might miss vital information. I am a breakaway advisor and haven't always been sure where to get my questions answered. This Summit filled in so many gaps for me. Thanks so much.
2021 RIA Summit Attendee
"Thought the diversity in topics was great as well as the breadth of different firms/atttendees."
2022 RIA Summit Attendee
The moderators did a fantastic job keeping this moving and all of the speakers were extremely interesting and kept my attention.
2021 RIA Summit Attendee
All of the topics were very relevant. There weren't any sessions that I felt could pass on.
2021 RIA Summit Attendee
"The information presented was awesome"
2022 RIA Summit Attendee
Wonderful conference. It was a home run!
2021 RIA Summit Attendee
I found all the sessions valuable. Learned a lot of useful ideas. Well Done!
2021 RIA Summit Attendee
"The hosts/InvestmentNews team were great... The food was also amazing, and the location was very cool."
2022 RIA Summit Attendee
THANK YOU TO OUR SPONSORS & PARTNERS!
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.
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