RIA Forum
Virtual Event  //  March 24, 2022  4:00-5:30 ET

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Personalization. Your clients want it. The industry is buzzing about it. How can you achieve it?

Join us on March 24th to find out.
Our first virtual forum of the year will focus on an industry hot topic: personalization. Is 2022 the year that you'll capitalize on this trend and deliver greater customization for your clients, at scale? Don't miss the opportunity to unpack how RIAs specifically can take action.
RIA Forum Highlights
We'll cover the topic from all perspectives, with insights from Envestnet, our partners, and your peers:
This 90-minute, virtual event is FREE to attend.
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Thank you to
Our sponsor
BlackRock
Speakers
Phill Rogerson
SVP, Head of RIA Channel, Envestnet
Dana D'Auria
Co-CIO, Envestnet
Eve Cout
Head of Model Portfolios Product, BlackRock US Wealth
Erik Preus
Managing Director, Envestnet | PMC
David Le
Chief Technology Officer & Wealth Advisor at Beacon Pointe


Replay 2022 RIA Forum



March 29, 2022
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