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The 2021 RIA event comeback collapses as FPA, 'Invest In Others' and T3 cancel in-person events, but WealthStack, Riskalyze and SALT won't be deterred

Demand and attendance are mostly high; hosts cite advisors with under-12 children as mostly the reason for balking but say sponsors never flinched.

Author Lisa Shidler August 24, 2021 at 11:27 PM
1 Comment
no description available
Manish Khatta: If you hold a conference and do not mandate vaccinations, then you are part of the problem.

Conferences


Jeff Spears

Jeff Spears

August 25, 2021 — 1:15 PM
We need to walk the talk of our advice to our children and advisory clients. Don’t jump!!

Related Moves

August 2, 2019 at 12:48 AM

After Riskalyze raised a pile of cash, it went shopping for a chief technology officer and found him at Apex Clearing

The Auburn, Calif., risk software maker is undergoing a shift to enterprises and nabs Josh Gray from the Dallas firm.

August 10, 2022 at 2:25 AM

Riskalyze replaces Lori Hardwick with Laurie Schultz at board chair and publicly tells her -- and the RIA industry -- it's moved the goalposts to a $1-billion valuation

The Auburn, Calif., firm's new chair already took one risk software firm to unicorn status and promises to 'do what it takes.'

November 24, 2021 at 11:12 PM

Known for his high 'emotional quotient,' Jason Lahita rides solo, again, as a PR guru; this time, he's selective and looking for a few good non-robots

The Los Angeles RIA PR pro is launching a company called StreetCred from a backyard outbuilding with a mindset of finding clients who click with him

September 16, 2020 at 6:00 PM

See more related moves

Mentioned in this article:

Financial Planning Association
Association
Top Executive: Lauren S. Schadle, CAE, Executive Director and CEO

Technology Tools for Today
Consulting Firm
Top Executive: Joel Bruckenstein

Riskalyze
Tech: Other
Top Executive: Aaron Klein



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