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.
Also, Orion has added BlackRock, Fidelity, and Vanguard to its custom portfolios suite, and RedBlack has set up a new headquarters after crossing a trillion-dollar milestone.
Also, New York-based Legacy Edge Advisors names its first-ever CEO, while Novare Capital Management hires a Vanguard veteran with a multigenerational planning focus.
Asset managers are racing to bring private market products to retirement plans, but cost and liquidity concerns linger.
Treasury's latest tax-exemption crackdown on private schools lands in the wake of a separate push to restrict refundable credits for some immigrant filers.
Workforce trust measures predicted which companies came out ahead during COVID-19. The same dynamic may now be playing out across the AI transition — and the data suggests the spread could be just as wide.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
