Explore the top trends facing the RIA space today
Join us at Envestnet's RIA Forum
On September 14th, we'll discuss the top trends facing the Registered Investment Advisor (RIA) space and explore strategies to help strengthen and grow your practice.
This 60-minute, virtual session will cover:
- A deep dive into market insights and trends in the RIAs space today
- Strategies for staying competitive and differentiating your practice
- The ease of taking action and incorporating these solutions into your practice
We'll cover the topic from all perspectives, featuring insights from:
- Phill Rogerson, Head of RIA Strategy and Distribution, Envestnet
- Chris Shutler, Head of Strategic Development and Market Intelligence, Envestnet
- Brooks Friederich, Principal Director, Investment Solutions Strategy, Envestnet
