As the Registered Investment Advisor industry matures, the need for information on the latest industry trends and practice management advice is more pressing than ever. Established advisors, NextGen advisors, breakaways, and those who run RIAs all need the latest strategies, tactics, tools, and best practices for how to set up and efficiently operate an RIA practice. The InvestmentNews RIA Summit will offer 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.
Type: In Person
Content Focus: Behavioral Finance, FinTech, General Planning, Investment, Practice Management, Risk/Insurance Planning
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