RIA Forum
Virtual Event • March 5, 2025 • 4:00-5:00pm ET


This quarterly event series is designed specifically for leaders in the RIA community to join with Envestnet to share ideas and insights to help you build out the future vision of your practice.

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Join us at Envestnet's RIA Forum
RIA Marketplace Insights: Enhancing Value Through Strategic Outsourcing
In this one-hour session, we’ll introduce the RIA Marketplace, a solution designed to expand your investment capabilities through access to third-party money managers. Learn how this program can help you deliver personalized portfolio management that aligns with your clients’ evolving financial goals and expectations.  

Our panelists will discuss the strategic advantages of outsourcing, address common challenges, and provide insights on how to integrate these solutions into your practice. With a live Q&A session with industry leaders, this webinar is your chance to explore how the RIA Marketplace can transform your business.

Our panelists

Phill RogersonHead, RIA Strategy & Distribution, Envestnet
Tom ViolaiShares National Sales Manager, BlackRock
Amanda RobinsonVP, Portfolio Solutions, Fidelity Investments
Mike LoewengartHead of Asset Allocation Model Strategy, Franklin Templeton
Pete HillHead of RIA Channel, State Street Global Advisors
This 60 minute, virtual event is FREE to attend.
Register now




Explore Past RIA Forums



May 2, 2024
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December 14, 2023
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September 14, 2023
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October 6, 2022
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March 29, 2022
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December 2, 2021
Join us for a re-introduction to Envestnet and explore ideas from a leading RIA on what trends will fuel the success of advisory practices moving forward.
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BlackRock, Fidelity, Franklin Templeton, and State Street Global Advisors are independent companies, unaffiliated with Envestnet. 1191273.1.0

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