Citywire RIA

Lisa Salvi, managing director at Charles Schwab joins audience development's Arielle Shternfeld to discuss Schwab's initiatives in early career and mid-level management development. Watch below to learn how Lisa's team is working to facilitate career growth and cultivate the next generation of RIAs. #SchwabIMPACT #CitywireRIA Amelia Holland Reagan Darrah Citywire USA

John Furey, founder and managing partner of Advisor Growth Strategies LLC joins audience development's Arielle Shternfeld to discuss the potential of IPOs and sovereign fund investments in the RIA space. Watch below to learn more, with the Citywire RIA team at #SchwabIMPACT. #CitywireRIA Citywire USA Amelia Holland Reagan Darrah

The end of the year comes with important client conversations around managing equity compensation and goal setting for the next year's financial plan. Andrea Gray, CRPC?, managing director at Momentum Advisors, tells audience development's Arielle Shternfeld how she's approaching those discussions with an added layer of consideration for clients' post-election concerns. #SchwabIMPACT Citywire USA Reagan Darrah Amelia Holland

We're so thrilled to see Amundi joining our RIA CIO Summit, with Chin Lu, Managing Director, Director of Insurance-Linked Securities, Director of Fixed Income Solutions, Portfolio Manager, providing some oversight of insurance-linked securities, including investment types and characteristics. Stay tuned for more workshop sneak peeks! #CitywireRIA

Michael Ashley Schulman, CFA, CIO of Running Point shares his market insights from the past year and discusses the firm’s specialization in private placement life insurance, with audience development's Reagan Darrah. #SchwabIMPACT #CitywireRIA Citywire USA Arielle Shternfeld Amelia Holland

Abby S., chief growth officer at RFG Advisory breaks down the firm's 'maniacal growth focus' with audience development's Reagan Darrah. Watch below to learn how Abby's team works with their advisors to drive organic growth through marketing and more. #SchwabIMPACT #CitywireRIA Amelia Holland Arielle Shternfeld Citywire USA

SEC charges former $450m RIA owner in cherry-picking scheme:

The first of many workshop sneak peeks... Joining us from Allianz is Jason Zawalich, ETF Regional Vice President, Great Lakes, who will be demonstrating how Allianz helps clients feel more confident amid market volatility and inflation with ETFs that seek to provide a level of protection against market drops with either a buffer or floor from AllianzIM. Stay tuned for more workshop sneak peeks! #CitywireRIA

What's at the top of the investment search list for Matthew Rubin, CIO of Cary Street Partners? Matt tells audience development's Arielle Shternfeld about the firm's alts focus for 2025, emphasizing the importance of selectivity. Watch to learn Matt's 'green flags' when it comes to private credit managers. Citywire RIA is excited to continue sharing out audience development team's interviews from #SchwabIMPACT. Follow along for more, here on LinkedIn. #CitywireRIA Reagan Darrah Amelia Holland Citywire USA

Our country head of Citywire USA, Amelia Holland, reunites with Summit Financial's director of business development and growth, Ed Friedman, to reflect on the seven years since they met at #SchwabIMPACT in 2017. Ed discusses the changes he's seen in the industry in that time, commenting specifically on the wave of advisors who continue to make wirehouse exits into the RIA landscape. Watch below! More video content from Citywire RIA at #SchwabIMPACT is coming your way. #CitywireRIA Arielle Shternfeld Reagan Darrah