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*

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