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Video: Optimizing Your Opportunities with RIAs

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Tom St. Denis, BrightTALK; Eric Daugherty, Principal & Director of Research, kasina; Darryl Keeton, SVP, Neuberger Berman
RIAs are an increasingly important channel for asset managers, with assets under management growing over 90% since 2001 and with 57% of RIA’s servicing clients with over $1 million AUM. In survey after survey, RIA’s continue to signal a unique set of expectations from asset manager websites when compared to non-RIA advisors. Yet, despite their growing influence, 40% of asset management firms do not have a dedicated websites RIA clients and prospects.

Join this live, interactive video webcast featuring experts from kasina to receive recommendations for optimizing opportunities with RIAs and to benchmark against other asset management firms.

Based on a recently published study from kasina, this live video webcast will offer comprehensive data, and best practices on staffing, compensation, and leveraging online marketing capabilities gathered from surveys and interviews with executives from 28 asset management and insurance firms. Findings from FA Vision provide insight into product and communication preferences of RIAs.
Jan 26 2011
60 mins
Video: Optimizing Your Opportunities with RIAs

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  • Title: Video: Optimizing Your Opportunities with RIAs
  • Live at: Jan 26 2011 9:15 pm
  • Presented by: Tom St. Denis, BrightTALK; Eric Daugherty, Principal & Director of Research, kasina; Darryl Keeton, SVP, Neuberger Berman
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