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RIA Insights Forum
Advisor of the future
With such heavy competition in the RIA space, how can you position yourself for growth and future success?
Join us to:
- Hear perspectives on the changing RIA landscape
- Explore growth strategies to help build your business, including M&A, prospecting ultra high net worth clients and leveraging technology
- Learn the latest portfolio management trends to differentiate your approach
- Earn CE credit for your participation*
Thursday, June 9
12 pm ET
/ 9 am PT
Featured speakers
Michael Lane
Head of U.S. Wealth Advisory iShares BlackRock
Katie Cullen, CFP
Director, Practice Management, BlackRock U.S. Wealth Advisory
Brandon Kawal
Principal, Advisor Growth Strategies
Mike Guirguis, CFA, CAIA
RIA Relationship Manager, U.S. Wealth Advisory,
Brad Stanger, CFA
Relationship Manager, U.S. Wealth Advisory, BlackRock
Michael Laughlin, CFA
Head of Portfolio Engagement Specialist Team, U.S. Wealth Advisory, BlackRock
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© 2023 BlackRock, Inc. All rights reserved.
*CE credit course offering is pending approval.
This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. The opinions expressed are as of the date of the webcast and may change as subsequent conditions vary. The information and opinions contained in this material are derived from proprietary and nonproprietary sources deemed by BlackRock to be reliable, are not necessarily all-inclusive and are not guaranteed as to accuracy. Past performance is no guarantee of future results. There is no guarantee that any forecasts made will come to pass. Reliance upon information in this material is at the sole discretion of the reader.
Investing involves risk, including possible loss of principal.
International investing involves risks, including risks related to foreign currency, limited liquidity, less government regulation and the possibility of substantial volatility due to adverse political, economic or other developments. These risks often are heightened for investments in emerging/ developing markets or in concentrations of single countries.
Fixed income risks include interest-rate and credit risk. Typically, when interest rates rise, there is a corresponding decline in bond values. Credit risk refers to the possibility that the bond issuer will not be able to make principal and interest payments.
Prepared by BlackRock Investments, Inc. LLC. Member FINRA
©2023 BlackRock, Inc. or its affiiliates. All Rights Reserved. BLACKROCK, BLACKROCK SOLUTIONS, BUILD ON BLACKROCK, ALADDIN, iSHARES, iBONDS, FACTORSELECT, iTHINKING, iSHARES CONNECT, FUND FRENZY, LIFEPATH, SO WHAT DO I DO WITH MY MONEY, INVESTING FOR A NEW WORLD, BUILT FOR THESE TIMES, the iShares Core Graphic, CoRI and the CoRI logo are trademarks of BlackRock, Inc. or its affiliates. All other trademarks are those of their respective owners.
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