Earn CE Credit | Key Considerations for RIA Business Models
| | | Is It Time To Redefine "Going Independent"? |
|
|
|
| | DATE:
Wednesday
October 23, 2024 |
|
| | TIME:
2:00 PM ET
11:00 AM PT |
|
|
|
|
Advisors have more flexibility than ever before to find a path to a new kind of independence – and the increased ability to secure support that aligns with their professional and personal goals. However, this flexibility also comes with a new set of considerations to evaluate before landing on the best fit.
Join us for a discussion with top industry leaders on the proliferation of RIA business models and what advisors should consider before making a move.
This webinar will cover:
How and why advisor business models have evolved The range of independent options offering varying levels of control and support Top advisor considerations when making a move |
|
|
|
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
|
|
|
|
| | Bob Oros Chairman and CEO Hightower Advisors
|
| | | Jeff Dekko Chief Executive Officer Wealth Enhancement Group |
| | | Rick Folk Head of Custody Sales Fidelity Investments |
|
|
|
| | | | | Shannon Spotswood Chief Executive Officer RFG Advisory |
| | | | | David Lenok - Host Senior Wealth Planning Editor WealthManagement.com |
|
|
|
| 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. |
|
|
|
|
