For many RIA principals managing between $100 million and $1 billion, growth has created an operational paradox. The same success that proves your model also creates an operational drag that competes with the client advisory work that actually generates revenue.
Join us for an in-depth discussion with John O’Connell, CEO of The Oasis Group, as we explore the findings of his latest white paper. You will receive a framework for making honest decisions about your firm’s infrastructure and examine how the economics of scale favor action at AUM levels far below what many firm leaders might assume.
Topics covered will include:
The operational paradox: Why advisory expenses at smaller RIAs are increasing at higher rates relative to revenue.
The four-stage portfolio spectrum: A framework to identify where your firm sits and how to move toward a stronger operational infrastructure.
Automation as a force multiplier: Using platform-led workflows to eliminate recurring tasks like drift monitoring and tax-loss harvesting.
Built to last: How scalable infrastructure can help firms trade at higher multiples in private market transactions.
Speakers:
Ned Dane, Chief Growth/Investment Officer, AdvisorEngine Portfolio Solutions
*AEPS is an investment adviser registered with the Securities and Exchange Commission. SEC registration does not imply any specific level of skill or training. AEPS is a wholly-owned subsidiary of FT FinTech Holdings LLC and an affiliate of AdvisorEngine Inc. Visit here for AEPS’s full disclosures.
