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The Future of the RIA Business Model: Growth, Scale, and the Next Chapter of Independence

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Thursday, June 26 at 3 pm ET

CE Eligibility: Pending 1 CIMA and/or 1 CFP

Shifting client demographics, evolving preferences, rising tech investments, and a growing demand for holistic advice are redefining how RIAs compete and grow. Join our speakers as they’ll explore how firms are rethinking their approach to scaling and differentiation. 

David Canter - email
David Canter
Strategic Advisor, CAIS, and CEO, Finley Point Strategy
Jimmy Zhao - email
Jimmy Zhao
Partner, McKinsey
Marty  Bicknell
Marty Bicknell
President and CEO, Mariner

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