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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
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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

Six months after 'Nitrogen' reboot, Aaron Klein pulls rip cord on CEO job but will stay on board to jumpstart quest for $1-billion valuation under hand-picked replacement

The Nitrogen CEO is still the largest 'individual' shareholder and promises not to start a new company but he's already launched a side-hustle consultancy

November 15, 2023 at 3:24 AM

Orion names 'left-brained' Natalie Wolfsen as CEO to replace Eric Clarke, and AssetMark, which synchronized its announcement, hires Michael Kim as her replacement

Orion Chairman Charles Goldman again lures his protege to self-replace, while Michael Kim was 'integral to AssetMark’s record financial performance over the past several years'

September 8, 2023 at 11:58 PM

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

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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