Advancing Knowledge in Financial Planning
This invite-only event in Austin hosts CIOs and their investment team members from RIAs and family offices around the country for a blend of investment workshops, RIA industry insights, and networking opportunities. Attendees have a unique opportunity to discover new investment ideas for their portfolios, learn from some of the best CIOs in the wealth management industry, and get a look at new developments in RIA technology.
This browser is no longer supported by Microsoft and may have performance, security, or missing functionality issues. For the best experience using Kitces.com we recommend using one of the following browsers.