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The evolution of independence: Secrets behind the fastest-growing firms in the industry

Tues, March 12th | 4:00pm-5:00pm ET

Defining your focus - and the drivers of growth in the RIA industry

With assets, revenues and profits increasing significantly over the last decade, many RIA firms have been presented with the opportunity to scale their businesses and rapidly transform the structure and focus of their firms – all while reshaping their strategic plans for future growth in the process. Our recent research shows that the firms that have grown the fastest have excelled at defining their focus. 

In this webcast, our panel of experts will:
  • Mark the progress of the wealth management industry through the classic ‘consolidation curve’ lifecycle – hint: it’s still young compared to other industries.
  • Uncover trends in our exclusive research that illuminate future drivers of success in the RIA industry.
  • Show how building a focused organization – one that understands its unique strengths, value proposition and differentiators – will be the primary driver of success.




Panelists
 
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Colleen Bell
Executive Vice President, Operations and Chief Fiduciary Service Officer
Cambridge
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Matt Sirinides
Senior Manager, Research & Data,
InvestmentNews




Moderator
                                                                                                                       

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Mark Bruno
Managing Director, Associate Publisher
InvestmentNews





Continuing Education Credits: Webcasts approved for CE credit by the CFP Board, credit will be reported 1 week after the live event. CE Credit is not available for on-demand viewing. For CIMA®/CIMC®/CPWA® CE credits for webcasts approved by Investments & Wealth Institute®, formerly IMCA, live viewers will receive an email 1 week after the live event with a program code to self-report. On-demand viewers will receive an email 30 days after the live event with a program code to self-report.

Please contact us at info_cecredits@investmentnews.com if you have any questions.
 




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