In at present’s market circumstances, daring ways and a eager eye for the longer term are essential to gas scale and progress at main RIAs. Don’t miss this chance to debate the distinctive challenges and alternatives going through the RIA business in 2024 with Requisite Capital Administration’s Bryn Talkington and Addepar’s Rob Sheahan.
From the know-how and information that may set companies aside and improve efficiency, to the digital revolution underway resulting in evolving shopper expectations, we’ll discover:
- The largest tendencies shaping the RIA business: A lookback to 2023 and outlook for 2024
- Innovating for the long-term: Constructing a know-how stack to serve next-gen shoppers and past
- How high RIAs are navigating the steadiness between personalization of shopper service, and agency progress and scale
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credit have been utilized for and are pending approval.
Sponsored by
Rob Sheahan
Head of Consumer Engagement, RIA
Addepar
Bryn Talkington
Managing Companion
Requisite Capital
Davis Janowski – Host
Expertise Editor
WealthManagement.com
