2009 Going Independent Workshop

The time might be right to make your move.
But is Going Independent the right move for you?

Thanks for your interest. The workshop is now closed, but you can download the post-workshop supplement here.

InvestmentNews, the only weekly news source for financial advisers, is pleased to bring you a workshop series dedicated to helping you understand the pros and cons of becoming a Registered Investment Adviser (RIA).

What can you learn?

• The Good, the Bad and the Truth: Interact with advisers who have transitioned to becoming registered investment advisers
• The Economics: Will it make financial sense for you?
• Compliance and Legal Matters: Get the critical information you need to know
• How to Choose the Right Custodian: Discover programs at each of the top custodian firms that can help you through the transition

In today’s market, this is a critical decision to consider for many advisers.

Learn from RIAs and industry experts what it really takes to make this move.

Workshop dates and locations:

Monday, April 27: Hyatt Pier 66 Resort, Ft. Lauderdale, FL

Wednesday, April 29: Park Hyatt Philadelphia, Philadelphia, PA

Friday, May 1: Grand Hyatt San Francisco, San Francisco, CA