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PFP2118 - PFP2118. RIA Firm of the Future

Jul 27, 2021 9:30am ‐ Jul 27, 2021 10:45am

Standard: $49.00


With the advent of technology over the years, RIAs are constantly looking for an edge; a way to build a better mouse trap in an effort to help clients to more comprehensively meet their tax and financial planning objectives. In this session we will discuss the RIA of the future from both the small firm and large firm perspective. We will address the future integration of tax and financial planning, technology and the ever-changing demands of clients and increased customization of investment management. In addition, we will look at the pros and cons of various types of firm structure, delving into ways to find and retain top talent, and explore resources available to RIAs to help you focus more on working on the business. Finally, we'll discuss the evolution of fees (for investments as well as planning).

Learning Objectives:
  • Discuss future integration of accounting, financial planning, and other related items
  • Recognize the technology demands of the client of tomorrow
  • Review the evolution of investment management offerings
  • Identify various options related to firm structure, ownership, employee development and retention
  • Predict potential fee structure changes


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