The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful event.
Managing Partner Leah Sciabarrasi will take on additional responsibilities in support of continued growth and increasing complexity at the $5.3 billion Focus Financial Partners firm.
Andy Stout, CIO of $19 billion Allworth Financial, discusses the RIA’s proprietary scorecard to filter through thousands of funds, the firm’s strategy for weathering economic risks and how the firm uses direct indexing to bring alpha to clients.
Explore the 2023 RIA Edge Study to gain a comprehensive understanding of the changing environment, emerging opportunities, and strategic considerations in the realm of RIA firms.