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