State of the Industry Webinar: Partnership options for RIAs – Allworth Partners

Jun 27, 2022

State of the Industry Webinar: Partnership options for RIAs

State of the Industry Webinar Series - July 27th 2022 at 4 pm EST - Photo of Scott Hanson and Pat McClain, Allworth co-founders

July State of the Industry webinar: “Partnership options for RIAs,” hosted by Allworth Co-Founders Scott Hanson and Pat McClain.

This new, live webinar, airing July 27 at 4 p.m. ET (1 p.m. PT), features the award-winning founders of Allworth Financial presenting attendees with key industry news, information, succession planning guidance, and a examination of the quickly evolving state of the advisory sector.

You’ll learn:

What a successful succession plan really looks like
Why 63% of principals have yet to finalize a plan for their future
How the industry has evolved and where it’s headed
Best practices that all RIAs should be following

“Partnership options for RIAs” Webinar Schedule:

Wednesday, July 27th
1:00 p.m. PT / 4:00 p.m. ET
Co-hosts: Allworth CEOs Scott Hanson and Pat McClain.

Allworth’s live State of the Industry webinar series: Created for advisory firm principals … by advisory firm principals.

Register today to reserve your spot!

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¹The NBRI Circle of Excellence Award is bestowed upon NBRI clients meeting one or both of the following criteria: Total Company score at or above the 75th percentile of the NBRI ClearPath Benchmarking Database and/or improvement of five (5) or more benchmarking percentiles in Total Company score over the previous survey.

²Scott Hanson (2011, 2012, 2013, 2014, 2015 & 2016) and Pat McClain (2012, 2013, 2014, 2015 & 2016). Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

³As of 12/21, Allworth Financial, an SEC registered investment adviser and AW Securities, a registered broker/dealer have approximately $14 billion in total assets under management and administration.

⁴Barron’s 2020 Top 100 RIA Firms. Barron's© magazine is a trademark of Dow Jones L.P. The ranking reflects the volume of assets overseen by the advisors and their teams, revenues generated for the firms and the quality of the advisors' practices.

⁵4th fastest-growing RIA Firm in the U.S. from Financial Advisor (FA) Magazine, 2020. FA Magazine is a trademark of Charter Financial Publishing
Network Inc.

⁶Ranked 9th Top Wealth Managers By Growth in Assets in the U.S. from RIA Channel, 2022. RIA Database and RIA Channel are registered trademarks owned by Labworks, LLC.

✢Scott Hanson, Investment Advisor 2005, 25 most influential people in the financial services industry. The ranking reflects 25 people who Investment Advisor magazine believes have had or will have the greatest influence on the financial services industry.

✼Pat McClain, InvestmentNews 2014, Invest in Others Community Service Award, presented to an advisor who has made an outstanding impact on a community through managerial contributions to a non-profit organization.

†Financial Times, FT 300 Top Registered Investment Advisers, June 2019. The ranking reflects six areas of consideration including the company's years in existence, industry certifications of key employees, AUM, asset growth, SEC compliance record and online accessibility and calculates a numeric score for each company.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

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