Earn CE Credit: Discover the Key Insights of the 2023 RIA Edge Study for Unveiling Growth Opportunities and Sustained Success.

The 2023 RIA Edge Study:

The Secrets to Unlocking Growth and Ongoing Success

DATE:
Wednesday
August 23, 2023

TIME:
2:00 PM ET
11:00 AM PT

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.