Are you ready to uncover the true value of your RIA practice and connect with top professionals in the industry?
Don’t miss your chance to join our free webinar, Uncovering RIA Practice Valuation: A Look Under the Hood, on Tuesday September 24th, 2024, from 11:30 AM – 1:00 PM EST (08:30 – 10:00 AM PST).
This exclusive webinar is part of our RIA Lab series, designed to empower RIA practice owners with the latest insights and strategies for navigating the complexities of practice valuation. The online event offers a unique opportunity to engage in in-depth discussions, learn from expert panels, and connect with peers—all from the comfort of your home or office.
One of the key highlights will be an in-depth analysis by Matthew Matrisian on What Impacts the Value of an RIA Firm? This session will equip you with the knowledge to identify and enhance the factors that drive strong valuations, including organic growth, scalable business models, and operational efficiency. You’ll also explore how client demographics, revenue streams, and the differences in valuation between RIA firms and BD advisors can impact your firm’s marketability.
Sandra Cho, President of Pointwealth Capital Management, will also share her expertise on the critical perspectives of both buyers and sellers. She will provide actionable strategies for improving your firm’s financial performance, marketability, and readiness for successful acquisitions or expansions.
In addition to these key discussions, the webinar will cover essential topics like the importance of recurring revenue, the significance of a well-defined succession plan, and how to position your firm to attract top offers. Attendees will have the chance to ask questions and interact with industry experts, ensuring a comprehensive understanding of the factors that influence RIA practice valuations.
Don’t miss this valuable opportunity to gain insights that can help you maximize your practice’s value. Register for free today and join us in shaping the future of RIA practice management.
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
