Elite RIAs: Drivers of current and future success

Wed, Nov 8 | 4:00pm-5:00pm ET


“Elite” RIA firms continue to grow at a rate that significantly outpaces the industry at large – and many elite firms are making short- and long-term investments designed to continue to accelerate their rapid growth.

In this exclusive webcast, InvestmentNews Research and BlackRock will reveal the results of the new 2017 Elite RIA Study, which details the growth strategies of the industry’s top firms. Specifically, the research and panel of experts will focus on:
  • How Elite RIAs are scaling their businesses to establish their brands and improve operations
  • The investment management approaches Elite RIAs are taking to differentiate their firms and attract larger clients 
  • How top firms are using M&A to identify strategic growth opportunities 
  • Technology strategies for improving productivity and providing a “next generation” client experience
  • The “emerging elite RIAs” and the opportunities for new business models to help ignite growth

CE credit pending

All registrants for this webcast will receive a free copy of the 2017 Elite RIA Study. 

Panelists
 
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Matthew Sirinides
Senior Research Analyst
InvestmentNews
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Hollie Fagan
Head of RIA Channel and Retail Investor Platforms
BlackRock


Moderator
                                                                                                                      
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Mark Bruno
Associate Publisher
InvestmentNews

 
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