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NAVIGATING THE RIA JOURNEY: BEST PRACTICES TO REGISTER AND ESTABLISH YOUR FIRM

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

Watch the on-demand webinar for insights into:

  • 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

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