Harnessing the Power of RIA Asset Management Platforms

RIAs have many methods with which to build client portfolios. In this Direct Insights Call, we review the basics of wrap accounts, unified managed accounts, 3rd party platforms and firm created accounts. By understanding the major types of platforms, sponsor firms can target their efforts within the subset of RIAs that are likely to respond most favorably to an offering.

Listen to Webcast:



Panelists:

Christopher DeMario, VP, RIA Business Development, LaSalle Investment Management
Chris Hylen, SVP, Capital Markets, CNL Securities
Blaine McLaughlin, COO, VIA Folio

 

Date

Oct 19 2017

Labels

Past Event
Category

Organizer

Ken Montgomery
Phone
214-808-5004
Email
kmontgomery@ipa.com