RIA Valuations: Take a "look under the hood"

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?

Register your place, for free, here.

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;

• How recurring revenue, such as fee-based advisory services, are valued more positively
• How being an RIA versus a BD advisor impacts valuation
• The importance of a well-defined succession plan, alongside an experienced and credentialed team of advisors, when attracting potential buyers   

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.

Register your place, for free, here.