RIA Practice Management Insights

Where Back of the House Issues are Front and Center

Mercer Capital is hosting the inaugural RIA Practice Management Insights, a virtual conference focused on back of the house (operational) issues that are as vital to success as they are easy to ignore. As the investment management industry matures, there is a growing movement to professionalize the back of the house to match the tremendous development of investment management techniques and products. This conference includes sessions that address firm culture, staffing, branding, technology, leadership succession, and more. RIA Practice Management Insights brings together RIA principals and industry leaders to help you professionalize your firm for the future.

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