The wealth management industry is undergoing a steady migration toward the independent RIA model.
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. InvestmentNews’ RIA Virtual Summit will act as a road map for advisers pursuing the independent channel, as well as offer the latest trends and updates for the established RIA.
This two-day virtual event is designed as a two-track program.
A track for established RIAs will cover:
- how to grow your firm through M&A
- succession planning or transfer of ownership strategies
- lowering costs, increasing productivity, and resolving integration issues when dealing with custody
- how to recruit established RIAs
- growing your practice
A track for breakaway/ new RIAs will cover:
- what to consider before going RIA
- how to operate a small business
- how to charge, what to charge, and various fee options
- how to handle custody, costs and compliance concerns
- compensation and staffing best practices
Leveraging InvestmentNews' decades of industry knowledge, access, and resources in the RIA channel, this is the most comprehensive program for anyone considering the independent RIA route.
The financial services industry relied on technology and innovation to adapt and keep business running throughout the pandemic, and should continue to embrace much of what was learned.
The marketplace for RIA M&A networks is currently overrun with players — from brand-new entrants from outside the U.S. to well-established RIAs. Over the past 15 years, the RIA aggregator market has taken off.
Latest benchmarking study shows compensation representing 74% of RIA expenses and growing by 4% annually.
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.