October 28 | 9:00 AM - 12:00 PM

October 6 & 8 | 1:00 - 4:30 PM

How has COVID-19 Affected the RIA Industry?

September 30 | 11:00 - 12:00 PM

Amid one of the most abrupt economic, health, and cultural shocks that the world has experienced, no individual or business was spared from the COVID-19 pandemic. During the month of March, Assets Under Management (AUM) fell off with the declines in market values as wealth managers and money managers were forced to seek a new approach.  For some, it was a scramble to keep clients in the door. For others, it was an opportunity to tax loss harvest. Still, for others, it was a good reason to update their business strategy and think about updates to technology. 

On Wednesday, September 30, hear about how the RIA industry changed over the grueling months YTD in 2020 from a panel of some of the most forward-thinking RIAs in the Washington DC area.

Registration & Details

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