- Post-Election Economic Insights: Gain critical analysis into the economic impact of the recent U.S. Presidential election.
- Leverage Advanced Technologies: Get practical insights on integrating AI and other technologies to enhance client services and operational efficiency.
- Attract and Retain Top Talent: Discover innovative approaches to attract, retain, and develop the next generation of advisors, to ensure your firm’s long-term success in a competitive hiring landscape.
- Interactive Think Tanks: Engage in brainstorming sessions, share experiences, and gain actionable insights tailored to your firm’s needs and challenges.
- Networking Opportunities: Connect with industry leaders and peers during dedicated networking sessions, to build valuable relationships and explore potential collaborations.
- NextGen Talent Strategies: Learn how to attract, retain, and incentivize the next generation of advisors to future-proof your firm.
- Mergers & Acquisitions: Get practical steps for navigating mergers and acquisitions to increase the profitability and value of your firm.
- Operational Efficiency: Discover proven tools and strategies to streamline your operations, enhance productivity, and achieve a better work-life balance.
- AI Implementation: Explore effective ways to integrate AI into your practice to drive business growth and improve client service.
- Social Media Excellence: Create impactful content to engage clients and grow your business.
1 Market Place, San Diego, CA 92101
Tel: 619-232-1234- 333 W Harbor Dr, San Diego, CA 92101
- Tel: 619-234-1500
- 356 Sixth Ave, San Diego, CA 92101
- Tel: 619-487-1200
RIA Activate California 2024
About the Event
The InvestmentNews RIA Activate is back, this time in San Diego! Set against a backdrop of an ever-changing business landscape, this event is the key networking and troubleshooting platform for RIA business owners, practice managers, operations leaders, and senior advisors. Explore key themes, including the latest trends in wealth management and strategies for scaling growth. Across various expert-led sessions and networking opportunities, you'll gain actionable insights and develop best practice management strategies that will future-proof your firm, optimize client services, and enhance your bottom line. Join us on November 12 and stay ahead in the competitive RIA landscape.
Featured Speakers
What's on offer
Why Attend
What You'll Learn
Continuing Education
Denoted sessions have been accepted by the CFP Board for CE credit, and can be reported for CFP® certification & renewal.
Denoted sessions have been accepted by the Investments & Wealth Institute for CE credit, and can be reported for CIMA®, CPWA®, RMA® & CIMC certification & renewal.
Sponsors
Meet the sponsors and partners of RIA Activate California
Gold Sponsor
Silver Sponsors
Digital Sponsor
Exhibitors
Media Partner
Location
Travel Plans
Closest Trolley Stop: Seaport Village
Closest Bus Stop: Market St & 6th Ave
Intersection: Market Pl and W Harbor Dr
Hotels Nearby
Manchester Grand Hyatt San Diego
Book your group rate via the reservation link. Use the group name RIA Activate California to secure the discounted rate until October 8, 2024.
Room rate: $488 per standard room/night
Cut-off date: October 8, 2024 or when rooms sell out
Check in: 4pm Check out: 11am
Reservation Link: RIA Activate California
Hotel Parking: Valet parking for $65 overnight, and self-parking at $45 per day
Cancellation Policy: 11:59pm Hotel Time 3 Days Before Arrival Or Pay 1 Night Fee/Credit Card Required
Marriott Marquis San Diego Marina
Book your group rate via the reservation link. Use the group name RIA Activate California to secure the discounted rate until October 14, 2024.
Room rate: $434 per standard room/night
Cut-off date: October 14, 2024 or when rooms sell out
Check in: 4pm Check out: 11am
Reservation Link: RIA Activate California
Hotel Parking: $45/night per vehicle for self park, $65/night per vehicle for valet
Cancellation Policy: To avoid a one night's room and tax penalty, reservations must be cancelled by 11:59 pm local time 72 hours prior to arrival.
Hotel Concessions: Discounted Resort Fee of $25.00 normally $35.00
Residence Inn San Diego Downtown/Gaslamp Quarter
Book your group rate via the reservation link. Use the group name RIA Activate California to secure the discounted rate until October 20, 2024.
Room rate: $399 per standard room/night
Cut-off date: October 20, 2024 or when rooms sell out
Check in: 4pm Check out: 11am
Reservation Link: RIA Activate California
Hotel Parking: $65/night per vehicle for valet
Cancellation Policy: To avoid a one night's room and tax penalty, reservations must be cancelled by 11:59 pm local time 72 hours prior to arrival.
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