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.
Rajesh Markan earlier this year pleaded guilty to one count of criminal fraud related to his sale of fake investments to 10 clients totaling $2.9 million.
From building trust to steering through emotions and responding to client challenges, new advisors need human skills to shape the future of the advice industry.
"The outcome is correct, but it's disappointing that FINRA had ample opportunity to investigate the merits of clients' allegations in these claims, including the testimony in the three investor arbitrations with hearings," Jeff Erez, a plaintiff's attorney representing a large portion of the Stifel clients, said.
Chair also praised the passage of stablecoin legislation this week.
Maridea Wealth Management's deal in Chicago, Illinois is its first after securing a strategic investment in April.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
