The RIA Roadshow, a local half-day education event for registered investment adviser (RIA) firms organized by RIA in a Box, is coming back to Texas for the second year in a row -We’ll be making stops in Dallas, Austin, San Antonio and Houston during the week of March 23rd. The complimentary event is designed to provide best-practice expertise on growing and protecting your RIA firm.
Topics for the Roadshow events in Texas include how to accelerate the growth of your firm by utilizing integrated technology, how to determine if cloud technology is the right fit, and how to properly prepare for a regulatory exam. In addition, representatives from the Texas State Securities Board will be giving a presentation on regulatory focus areas.
To learn more or to register to attend, please visit the RIA Roadshow website.
