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