Join us for one of our upcoming events -- they are a great way to not only learn more about Sovereign, but also, they are a great way to learn more about the RIA space.
More events are on the way! Check back soon for more information.
May 18 - May 19, 2021
9:00a - 4:00p
Sovereign's Principal, Chuck Failla, CFP, will be the Co-chair of this InvestmentNews event. When you register... use the Promo Code CHUCK and the $99 registration fee will be waived. Whether you are breaking away from a career as a wirehouse rep or preparing to launch a brand-new advisory firm, there are lessons and strategies to learn before making the leap. InvestmentNews’ RIA Virtual Summit will act as a road map for advisers pursuing the independent channel, as well as offer the latest trends and updates for the established RIA.
May 4, 2021
4:00p - 5:00p
There are few topics more top-of-mind for “breakaway advisors” than technology. In fact, the desire for better tech is often a top reason why advisors consider breaking away in the first place. To be sure, there is no shortage of RIA Tech out there. So, determining what should (and should not) be in your RIA “Tech Stack” can be a daunting task. Join us for this panel discussion and let these industry thought leaders help you parse through the many options.
April 20, 2021
4:00p - 5:00p
If you are one of the many advisors looking to go independent this year, this panel discussion about compliance is something you will not want to miss. You already know the potential rewards of going independent. Now learn how (relatively) easy it can be to keep yourself and your business safe – especially in this highly regulated environment.