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The New RIA Imperative: Developing a Technology Strategy In Times of Volatility, Custodian Consolidation and Pandemic

Now Available On Demand

The last several months have ripped conventional wisdom about advisor technology apart. Never before has so much changed in the business of advice and how RIAs need to respond through their technology strategy to maintain a profitable and sustainable business.  During these times of social distancing, declining revenues, and custodians changing hands, merging or going out of business, join us for an insightful discussion with industry technology leaders to learn how top advisors are responding. These top firms are putting aside costly, inefficient approaches that focused on managing and integrating multiple applications, to embrace unified-technology thinking to not only survive, but thrive during these interesting times.

CFP, CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.


Yang Xu

Yang Xu


Timothy D. Welsh, CFP®
Nexus Strategy, LLC


David Armstrong - Moderator
Editor-in-Chief and Executive Director of Content and User Engagement


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