Local Roadshow events are completely free for RIA principals
NEW YORK, April 10, 2014 /PRNewswire/ — RIA Roadshow (www.riaroadshow.com) announced that it will continue its 2014 tour in Atlanta, Charlotte, and Durham. The RIA Roadshow is an industry-leading series of local seminars for registered investment adviser (RIA) firms throughout the country. These free half-day events provide advisers with best practices and key insights to operate successful RIA firms.
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The 2014 RIA Roadshow will pick-up in Atlanta on Tuesday, April 22, before heading to Charlotte and Durham. The local Roadshow events are completely free for RIA principals to attend.
"These RIA Roadshows have proven to be an important part of an RIA's continual learning," said Corey Winters of Scottrade® Advisor Services. "Advisors attending should be able to put the best practices they learn from these seminars to use quickly to help their business grow."
"The RIA Roadshow is an ambassador for the RIA by bringing them special content," said Bill Militello, CEO, Co-Founder, Militello Capital. "Consistent with this theme, Militello Capital is committed to support RIAs to help them to attract and retain the most coveted client: the high net worth investor."
By bringing together a number of the top solutions providers in the RIA industry including American Realty Capital (www.americanrealtycap.com), Militello Capital (www.militellocapital.com), RIA in a Box (www.riainabox.com), Scottrade® Advisor Services (advisor.scottrade.com), Trust Company of America (www.trustamerica.com), and Wealth Access (www.wealthaccess.com), the RIA Roadshow delivers exceptional education to RIAs. The half-day event will be focused on sharing RIA best practices to foster efficient asset growth. There will also be a detailed compliance presentation on how to properly prepare for a regulatory exam and all RIA firms in attendance will receive a complimentary compliance review of their firm's website.
"AR Capital is thrilled to be a part of the RIA roadshow series. We strive to continue to educate RIAs on the publicly registered Non-Traded debt and equity marketplace," said Kathy Leckey, Senior Vice President, Realty Capital Securities, LLC.
"Many RIAs are not aware of what potentially disruptive technologies clients are using such as Mint.com or Personal Capital," said Craig Spengler, Vice President of Wealth Access. "Wealth Access is the first mobile platform that enables advisors to better communicate with their clients and gain a 100% holistic view."
"RIA in a Box is very excited to be part of the RIA Roadshow," said GJ King, President of RIA in a Box. "It's a rare opportunity for a group of local RIA firms to get together to talk shop, share best practices, and hear about the latest industry happenings."
For more information or to register to attend, visit www.riaroadshow.com.
About RIA Roadshow
The RIA Roadshow is a local, half-day educational event for RIA firms. The event is designed to provide best-practice expertise on operational, compliance, technological, and investment topics.
For more information, visit www.riaroadshow.com.
Contact:
Lilly Amirhekmat
Email
(800) 346-1290
Scottrade® Advisor Services is a division of Scottrade, Inc. All products and services offered by Scottrade, Inc. – Member FINRA /SIPC.