In today’s market conditions, bold tactics and a keen eye for the future are necessary to fuel scale and growth at leading RIAs. Don’t miss this opportunity to discuss the unique challenges and opportunities facing the RIA industry in 2024 with Requisite Capital Management’s Bryn Talkington and Addepar’s Rob Sheahan.
From the technology and data that will set firms apart and enhance performance, to the digital revolution underway leading to evolving client expectations, we’ll explore:
- The biggest trends shaping the RIA industry: A lookback to 2023 and outlook for 2024
- Innovating for the long-term: Building a technology stack to serve next-gen clients and beyond
- How top RIAs are navigating the balance between personalization of client service, and firm growth and scale
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Head of Client Engagement and Success Management, RIA
Davis Janowski - Host