NEW YORK, March 4, 2014 /PRNewswire/ — RIA Roadshow (www.riaroadshow.com) announced that it will continue its 2014 tour in Florida. 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 pick-up in Tampa on Monday, March 17, before heading to Orlando, Palm Beach, and Miami. The local Roadshow events are completely free for RIA principals to attend.
"The RIA Roadshow has proven to be a fantastic learning experience for RIA's," said Trust Company of America's Josh Pace. "TCA is privileged to work alongside all the RIA Roadshow partners to deliver a great event to RIA's across the country."
"As the only investment manager solely committed to helping the RIA grow, Militello Capital is excited to partner with the RIA Roadshow to deliver our valuable content to the independent financial advisor," said Bill Militello, CEO and Co-founder, Militello Capital.
By bringing together a number of the top solutions providers in the RIA industry including American Realty Capital (www.americanrealtycap.com), Militello Capital (www.militellocapital.com), Nuveen Investments (www.nuveen.com), RIA in a Box (www.riainabox.com), Scottrade® Advisor Services (advisor.scottrade.com), and Trust Company of America (www.trustamerica.com), the RIA Roadshow delivers exceptional education to RIAs. The RIA Roadshow agenda in Florida will include such topics as how to properly prepare for a regulatory exam from the perspective of a former Florida regulator, how to transition from running a practice to a scalable organization, how to more efficiently manage small client accounts, and how to utilize the latest investment strategies to grow an advisory business while navigating a changing risk environment. There will also be an in-depth discussion on the recent release of the 2014 RIA Efficiency and Systems Study.
"AR Capital is thrilled to be a part of the Florida roadshow series. We strive to continue to educate RIAs on the publicly registered Non-Traded debt and equity marketplace," said Kathy Leckey, Senior Vice President, Realty Capital Securities, LLC.
"We are very excited to help inform RIA firms on how they can best prepare for a regulatory exam," said Will Bressman, CEO of RIA in a Box. "Proper preparation for a regulatory exam begins long before the day of the audit and begins with adopting a true daily culture of compliance."
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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