Are you looking to elevate your business and connect with leading professionals in the RIA industry? Well, look no further – this is your final opportunity to secure your spot at the highly anticipated InvestmentNews RIA Activate in San Diego, taking place on November 12 at the Manchester Grand Hyatt, San Diego.
InvestmentNews RIA Activate is a groundbreaking one-day event focused on empowering RIA business owners, practice managers, and senior advisors. The event aims to equip attendees with the tools and strategies needed to navigate the ever-changing business landscape through dynamic sessions, expert-led discussions, and valuable networking opportunities.
Don’t miss the keynote by Stephanie Bogan, founder and chief possibility officer of Limitless Adviser Coaching. Her presentation—From Millions to Billions: Scaling Growth While Maintaining Margins and Quality of Life—will provide actionable insights on overcoming the common challenges of scaling a firm while maintaining profitability and balance. With over 20 years of experience, Bogan will share her proven strategies for driving growth and achieving long-term success.
Bogan is celebrated for her work in transforming advisory firms and guiding them to unprecedented levels of success. Her deep expertise and practical advice have made her a sought-after speaker and coach in the industry.
In addition to Bogan’s keynote, the event will feature sessions on critical topics such as talent acquisition, M&A strategies, and the impact of AI on the RIA industry. You’ll also have the chance to participate in interactive think tanks, where you can delve deeper into the issues that matter most to your business.
Don’t miss your chance to be part of this impactful event. Expand your network, learn from industry leaders, and gain the insights you need to drive your business forward. Secure your spot today and join us in shaping the future of the RIA industry.
Elsewhere, Wells Fargo Advisors adds a $400 million Morgan Stanley veteran in Naples as an ex-Cetera advisor goes independent with LPL
According to a federal charges Bradley Heppner, 60, received more than $150 million in payments through funneling money from GWG Holdings to a shell company.
A $1B fund allegedly skimmed 30% off the top, then swapped cash for locked-up stock.
Insiders allegedly rewrote projections three times in four days.
TCI Wealth Advisors also has also tapped JIFFYAI to unify onboarding and servicing, while TradePMR adds ICE market data to its Fusion advisor platform
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
