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We're excited to introduce a brand-new, virtual event offering for RIAs around the country. Read more in the full press release below!
The Fearless RIA Roundtable will be a virtual gathering of the profession’s best and brightest, all in one day.
AUBURN, CALIFORNIA — February 9, 2021—Riskalyze today announced the Fearless RIA Roundtable, the premier digital gathering exclusively for growing RIA firms, which will take place on March 19, 2021. After the success of attracting over 3,000 attendees for the virtual 2020 Fearless Week, the RIA Roundtable will be hosted using the same intuitive streaming platform and feature an amazing lineup of speakers who have driven incredible growth in the RIA space.
”We’re so proud that Riskalyze has played a great role in the growth of so many incredible RIA firms, and we’re thrilled to produce this one-of-a-kind event to drive the conversation,” said Aaron Klein, CEO at Riskalyze. “This is about elevating the role of the independent investment advisor, so they can learn the playbook and build the platform to make 2021 their best year ever.”
Confirmed speakers include Ritholtz Co-Founder & CIO Barry Ritholtz, Orion Advisor Solutions CEO Eric Clarke, Envestnet CEO Bill Crager, Buckingham Wealth Partners Chief Planning Officer Jeffrey Levine, Fidelity Institutional President Mike Durbin, and more. Topics range from using marketing to tell your firm's story, allocating tech spending for growth and scale, and more. Attendees are eligible for three hours of CFP CE from the day's sessions and will hear from the speakers sharing their stories, skills, shortcuts, and successes.
“We’re excited to play host to this world-class lineup and the incredible advisors who empower fearless investing in the world,“ said Justin Boatman, SVP of Marketing at Riskalyze. “We are joining together with a unified purpose: to educate and equip these RIAs to be at their best.”
The one-day event will not be sponsor-supported, and will instead be driven by Riskalyze’s investment and a nominal registration fee.
Registration is $99 and can be combined with registration for the company’s in-person Fearless Investing Summit — to be hosted in Palm Springs this fall — for an all-in price of $599. Riskalyze has built out the capacity to host thousands of viewers during the week and will make all sessions, including CFP CE courses, available afterward for attendees.
For more information on the event or to register, please visit fearlessria.com.
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Riskalyze is the company that invented the Risk Number®, which powers the world's first Risk Alignment Platform and was built on top of a Nobel Prize-winning academic framework. Advisors, broker-dealers, RIAs and asset managers use the Riskalyze platform to create alignment between clients and portfolios, leverage sophisticated analytics to increase the quality of their advice, automate trading and client account management, and access world-class models and research in the Riskalyze Partner Store — all with the mission of empowering the world to invest fearlessly. To learn more, visit www.riskalyze.com.
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