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More than a CRM, Practifi is an enterprise-grade business management platform designed for high-performing financial advice firms.
31-03 June 2022
THE MOST INNOVATIVE TECHNOLOGY CONFERENCE FOR FINANCIAL ADVISORS, RIAS AND BROKER-DEALER TECHNOLOGY DECISION MAKERS WealthStack brings together the leading advisors, broker dealers and asset owners who have successfully leveraged tech to optimize the
Event Ended
USA
Paid
Hollywood
STRATEGICALLY ACCELERATE THE GROWTH OF YOUR BUSINESS The industry’s elite firms are growing by design, not by default. Learn how to create intentional, scalable and repeatable growth at the RIA industry’s most impactful educational and networking eve
19-19 January 2023
The third annual Los Angeles RIA Summit is a one day meeting of 100+ independent registered investment advisors with a minimum AUM of $100 million based throughout southern California and its neighboring states. Our audience gathers for a day of insi
Free
Los Angeles