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Q&A between Phil Auerbach and Sovereign's Principal, Chuck Failla, CFP



2020 goRIA Summit

Chuck Failla, CFP (Principal of Sovereign) was the host and moderator of the 2020 goRIA Summit. This Summit was a 1/2 day event held on Oct 21, 2020. Below are the various sessions from the day's event:


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