The registered investment advisor (RIA) industry is growing and changing at a fast pace. The rise of robo-advisors and the challenge of fee compression mean that it is vitally important that RIAs define and communicate their unique value proposition in order to retain both clients and fees. This conference brings together RIAs professionals representing a wide selection of firms. Key topics of discussion include: robo-advisors and the effect on RIAs; Volatility as an asset class; Behavioral finance and investment decisions by clients; Tactical and risk-managed investing…is 80/20 the new 60/40? and more! The gathering will provide excellent networking opportunities with other industry professionals.

Conference website

The RIA East Investment Forum (Boston) 27-28 June 2016