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.
Christopher Blotto moved this month to Janney Montgomery Scott.
Finturk also added new form-filling and cash sweep tools to its AI-first CRM platform, while Zeplyn builds advisor coaching into its own AI operating system
“Ultimately, you just try to embrace collaboration,” said Greg Merrill of UBS.
Building on its Personal Office platform, NorthRock Partners' latest transaction brings more than $200 million in assets under management and five employees to the growing RIA.
Expanded deal pairs succession-planning software with a broker-dealer network already logging rapid AI adoption among 11,000 advisors.
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
