Webinar

Navigating the RIA Journey: Best Practices to Register and Establish Your Firm

Watch this webinar for guidance on the industry, best practices, and tips and tricks for navigating the RIA journey.

Interested in the new registration process, but still have questions about what exactly it takes? Watch this webinar to hear from industry experts, including a regulator who will shed light on the importance of having support throughout the process.

This webinar covers: 

  • A review of the current advisory landscape based on data from the 2024 IAA Snapshot report
  • Advice on the importance of leveraging outside consulting services
  • Top considerations when starting the RIA journey and time to get your questions answered by experts

Please note: No IACCP CE credits are offered for this webinar.