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RIA Edge has created a community of business leaders and decision-makers in a very successful – yet highly fragmented industry. RIAs continue to grow at accelerated rates, and in the process, are experiencing a wide range of growth-oriented challenges.  

To help leaders of the most successful RIAs continue to grow, thrive and connect with other influential members of their community, Informa Connect is introducing and hosting a new RIA Edge West Summit on September 27-29. This regional event will bring a proven network of top RIAs, growth experts, consultants and investment bankers directly to Southern California to specifically engage one of the fastest growing and most important communities in the RIA channel.  

The new RIA Edge West Summit: 

  • Provides RIA leaders with a highly targeted, personalized network of experts and peers who can help address common – but not frequently discussed – business issues that are unique to the RIA channel

  • Is designed by subject matter experts who truly understand the mechanics of the RIA business – and delivers a management consulting-like experience and set of outcomes 

  • Presents solutions for the most-timely challenges and issues in the RIA channel: valuation, M&A opportunities, succession planning, human capital management and compensation. 

  • Delivers content and solutions that can immediately lead to a clear ROI for RIA firm leaders who are looking to improve the value of their business, and ignite their next wave of growth.  

Discount for Savvy Investor members

Use code FKF2582SavvyInvestor for a 10% off discount while registering

Conference website

RIA Edge West