What is RIA Activate California?
Against a backdrop of an ever-changing business landscape, there’s never been a greater time for RIAs to come together to develop best practice management and engage with strategies that will help futureproof their firms, optimize their client services, bolster bottom lines and accelerate business growth.
During the conference we will be deep diving into these challenges to answer questions such as:
• What are the opportunities for acquisition and how can your firm increase its profitability and value?
• How can RIAs respond to the unprecedented challenges in the current hiring landscape to find the best NextGen advisors?
• What resources and tools can help you increase your operational transformation to scale your firm?
• How will the increased focus on fiduciary care impact the growth of the RIA space?
• What client services can RIAs not afford to be missing?
• How will AI and other disruptive technologies shape the future of wealth management?
During the conference we will be deep diving into these challenges to answer questions such as:
• What are the opportunities for acquisition and how can your firm increase its profitability and value?
• How can RIAs respond to the unprecedented challenges in the current hiring landscape to find the best NextGen advisors?
• What resources and tools can help you increase your operational transformation to scale your firm?
• How will the increased focus on fiduciary care impact the growth of the RIA space?
• What client services can RIAs not afford to be missing?
• How will AI and other disruptive technologies shape the future of wealth management?
November 12, 2024 | Manchester Grand Hyatt, San Diego