Bridge over ocean
5 November 2020 Multimedia

Career Insights: Registered Investment Advisor (RIA)

  1. Rajesh Krishnamoorthy
  2. Rajendra Kalur, CFA

In line with the global regulatory trends, the latest registered investment advisor (RIA) regulatory changes have raised the bar for the license, increased professionalism, and paved the way for strong structural growth. With less than 500 RIAs who are financial planners and wealth planners for a population of more than 1.2 billion and a small investor base of 20 million, the fiduciary RIA has tremendous potential and opportunities for growth in a nascent wealth management industry.

Learning Outcomes:

  • Learn why the next big wave of growth cannot be missed
  • Discuss how RIAs and the corporate setup are the best ways to capture this growth
  • Examine what it takes to be a successful adviser
  • Capture the pot of gold at the end of the rainbow

This is the archived version of a live webinar that took place on 05 November 2020

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