In this ever-evolving landscape, what exactly impacts the value of an RIA firm? Is it growth? Scalable models? Efficient operations? Or a perfect blend of all three?
In InvestmentNews’ upcoming edition of the RIA Lab series, our panel of experts will address the most common and most complex concerns RIA firms are voicing right now. This session will delve deep into issues such as;
So, why not take a ‘look under the hood’ of RIAs to better understand how the growth, profit, and risk profiles of your practice can impact its value. And, as an added bonus, this session has been approved for 1.5 CE credits from the CFP Board and from the Investment & Wealth Institute.
Mayer Brown, GWG's law firm, agreed to pay $30 million to resolve conflict of interest claims.
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How intelliflo aims to solve advisors' top tech headaches—without sacrificing the personal touch clients crave
