NEW YORK, Jan 13, 2014 /PRNewswire/ — RIA Roadshow (www.riaroadshow.com) announced that it will begin its 2014 tour in Texas. The RIA Roadshow is an industry leading series of local seminars for registered investment adviser (RIA) firms throughout the country. These free half-day events provide advisers with best practices and key insights to operate successful RIA firms.
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The 2014 RIA Roadshow will kick-off next week in Austin on Tuesday, January 21, before heading to Dallas, Houston, and San Antonio. The local Roadshow events are completely free for RIA principals to attend.
"As a sponsor of the RIA Roadshow, Millennium Trust is excited to take our alternative investment knowledge on-the-road," said Reggie Karas, managing director of Millennium Trust's Alternative Solutions Group. "Our goal is to drive Advisor awareness to the growing use of alternatives in diversified portfolios and the solutions available to them through firms like Millennium."
"Trust Company of America is proud to be a sponsor of the RIA Road Show," said Josh Pace, SVP of Business Development. "We feel it is a unique opportunity for RIA's to quickly receive valuable expertise and insights across a wide range of topics that will help RIA's and their clients reach their full potential."
By bringing together a number of the top solutions providers in the RIA industry including Millennium Trust Company (www.mtrustcompany.com), Nuveen Investments (www.nuveen.com), RIA in a Box (www.riainabox.com), Scottrade® Advisor Services (advisor.scottrade.com), Smarsh (www.smarsh.com), and Trust Company of America (www.trustamerica.com), the RIA Roadshow delivers exceptional education to RIAs including an how to more efficiently manage small accounts, proper preparation for a state or SEC regulatory exam, and the preliminary release of the 2014 RIA Efficiency Study. The Roadshow agenda will also focus on the latest developments in the industry including the evolution of social media and incorporating new and traditional assets classes into a firm's investment strategy and operations.
"We are very excited to be in attendance and to offer guidance on how RIA firms can best prepare for a regulatory exam," said Will Bressman, CEO of RIA in a Box. "Preparing for a regulatory exam is by far one of the most challenging RIA compliance responsibilities."
For more information or to register to attend, visit www.riaroadshow.com.
About RIA Roadshow
The RIA Roadshow is a local, half-day educational event for RIA firms. The event is designed to provide best-practice expertise on operational, compliance, technological, and investment topics. The local Roadshow events are completely free for RIA principals to attend.
For more information, visit www.riaroadshow.com.
Contact:
Lilly Amirhekmat
Email
(800) 346-1290
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