RIA Summits
InvestmentNews RIA Summit (Spring 2021)
The InvestmentNews RIA Summit was a 2 day event held on May 18 & 19 2021. The event was Co-Chaired by IN's Jeff Benjamin and Sovereign's Principal, Charles "Chuck" Failla, CFP.
The following are the video replays from the 2 day event
Opening Keynote: The Future of RIAs
Panel: What to Consider Before Going RIA
Panel: Fee Based Everything
Panel: Tuck or No Tuck
Panel: Custody, Cost & Compliance
Panel: Working ON Your Business
Tech Demo: Salentica CRM
goRIA - A Virtual RIA Summit
2020 goRIA Summit
goRIA was a 1/2 day event held on Oct 21, 2020 that was hosted by Sovereign's Principal, Charles "Chuck" Failla, CFP.
The following are the video replays from the day's sessions:
Opening Keynote: Greg Bruce, National Director, RIA & Custody Services at Raymond James.
Chuck's Q&A with InvestmentNews' Jeff Benjamin
Panel 1: What to consider before going RIA, or, joining an RIA
Panel 2: RIA Tech Talk
Panel 3: Investment and Insurance options optimized for RIAs: Fee Based Everything!
Closing Keynote: Jackie Wilke, First Trust