NEW YORK, Sept. 10, 2013 /PRNewswire/ — RIA Roadshow (www.riaroadshow.com) announced its inaugural 2013 cities and industry partners. 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 will provide advisers with best practices and key insights to operate successful RIA firms.
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The inaugural cities are Cincinnati, Cleveland, Columbus, Detroit, Indianapolis, and Pittsburgh. The 2013 RIA Roadshow will kick-off in suburban Detroit in Troy, Michigan on Tuesday, September 24, and conclude in Columbus, Ohio on Wednesday, October 16. The local Roadshow events are completely free for RIA principals to attend.
"We're excited to participate in this education series," said Joshua Pace, SVP of Business at Trust Company of America. "We see great opportunities for advisors to leverage technology to scale and gain world class operation efficiency."
"These roadshows will prove to be significant for RIAs unable to take a lot of time away from their schedules to attend traditional industry events and conferences," said Brian Davis of Scottrade® Advisor Services. "The RIA Roadshow will allow the industry to come to their markets providing an opportunity for RIAs to learn and put to use information immediately to help grow their business."
By bringing together a number of the top solutions providers in the RIA industry including Federated Investors (www.federatedinvestors.com), Millennium Trust Company (www.mtrustcompany.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 can deliver exceptional education to RIAs including an overview of the investing landscape, proper preparation for a state or SEC regulatory exam, how to more efficiently handle small accounts, and how to most effectively communicate with clients. 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.
"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."
"Federated Investors is proud to be participating in the upcoming RIA Roadshows and looks forward to presenting investment ideas and solutions for advisors acting in a fiduciary capacity," said Solon A. "Bud" Person, Executive Vice President, Federated Securities Corp.
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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