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.
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Brought to you by
Produced by
Sponsored by
Mark Bruno - Moderator
Managing Director, Wealth Management
Informa Connect
Kim Kovalski
Managing Director
MarshBerry
Rob Madore
Vice President
MarshBerry
