Join us for an exclusive webinar and uncover the top RIA growth secrets from the upcoming 2023 RIA Edge Study.
| | | The 2023 RIA Edge Study: The Secrets to Unlocking Growth and Ongoing Success |
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| | DATE:
Wednesday
August 23, 2023 |
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| | TIME:
2:00 PM ET
11:00 AM PT |
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2022 was one of the most challenging years for RIAs in recent history – but a handful of firms have made strategic shifts and investments that led to outsized growth and performance. What are the secrets behind their success? This webinar will present a first look at the 2023 RIA Edge Study, which will highlight how the industry’s top RIAs are re-thinking growth opportunities and aligning their firms to thrive in 2023 and beyond.
The webinar will also feature some of the most compelling changes in the year-over-year date observed through this second RIA Edge Study, which has been developed by Wealth Management IQ in partnership with MarshBerry Advisors.
Specifically, the webinar will cover:
Benchmarks for growth rates across the RIA industry Anticipated areas of strategic growth – and the keys to creating sustainable organic growth The RIA M&A picture: How has it changed? Where succession planning stands now Staffing needs 2023 vs 2022 | Registrants for the webinar will also receive a free copy of the 2023 RIA Edge Study.
Informa is not an affiliate of MarshBerry or MarshBerry Capital. |
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| | | Mark Bruno - Moderator Managing Director, Wealth Management Informa Connect |
| | | Kim Kovalski Managing Director MarshBerry |
| | | Rob Madore Vice President MarshBerry |
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| Not able to attend the live event? | | Archived versions of webinars from WealthManagement.com are available for viewing On Demand shortly after broadcast. Register today and you will receive an email with login instructions as soon as the replay is available. |
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