RIA Technology & Practice Management Summit 2026

Szczegóły wydarzenia:

• Data:
• Czas: 09:00 AM-06:00 PM (expected)
• Lokalizacja: USA , New York
• Typ: Konferencja

The inaugural RIA Technology & Practice Management Summit is a premier one-day event designed specifically for senior executives from independent registered investment advisory firms, each managing a minimum of $100 million in assets under management (AUM). This exclusive gathering aims to unite over 100 top decision-makers from across the country,

Najważniejsze punkty

• One-day event for senior executives from leading independent registered investment advisory firms.
• Focus on innovative strategies in practice management, technology adoption, and operational efficiency.
• Features panel discussions, presentations, and interactive Q&A sessions.
• Over four hours of networking opportunities with peers and industry experts.
• Topics include the future of fintech, M&A integration best practices, and AI in wealth management.
• Dedicated discussions on marketing strategies to attract and retain clients.
• Emphasis on retaining and developing top talent within the industry.
• Exploration of technology for investment excellence.
• Content tailored for Independent Registered Investment Advisors managing a minimum of $100 million in AUM.
• Sponsorship opportunities available for asset managers and service providers.

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