04 May
RIA Compliance for Breakaways – How to stay safe when you go RIA (copy)


RIA Tech for Breakaways – How to leverage technology to make going RIA easier

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.

  • What should be the main components of well-designed RIA Tech Stack?
  • How do I know which tech provider is right for me?
  • How can I use RIA Tech to deliver better and lower cost investment management options for my clients?

Date and Time

Tue, May 04, 2021

4:00p - 5:00p EST




Event Registration