CEO Roundtable: RIA growth is evolving – How can your firm take advantage? – AdvisorEngine – 9.30.24

CEO Roundtable: RIA growth is evolving - How can your firm take advantage? - AdvisorEngine - On Demand

Overview:
Title: CEO Roundtable: RIA growth is evolving – How can your firm take advantage?
Date: Monday, September 30, 2024
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

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Summary:

Now On Demand

AdvisorEngine CEO Rich Cancro and Nitrogen CEO Dan Zitting come together to explore the critical trends impacting RIA growth in today’s market.

What you’ll learn:

  • The big trends impacting advisor firm growth
  • Emerging growth strategies that are driving RIA success
  • Essential tools for RIA growth today and tomorrow
  • Key technologies for advisor success and client engagement

Speakers:
Rich Cancro Rich Cancro Founder and CEO AdvisorEngine

Rich Cancro has served RIAs for 30 years. He is the Founder and CEO of the fast-growing wealth tech company AdvisorEngine. His previous leadership roles include managing director at Bank of America Merrill Lynch, where he was Head of the RIA custody business and responsible for developing their financial planning and reporting tools. Cancro also created industry-leading solutions for J.P. Morgan, Bear Stearns and DLJ Direct.
Dan Zitting Dan Zitting CEO Nitrogen

Dan Zitting, CEO at Nitrogen, is a SaaS entrepreneur passionate about software that drives bold visions. Before joining Nitrogen, he spent 13 years in enterprise SaaS for governance, risk management, and compliance (GRC). He founded Workpapers.com, the first cloud software for audit and compliance management, which was acquired by Galvanize. As Galvanize’s leader, Dan drove its growth into a global GRC leader, culminating in a $1B acquisition by Diligent. Dan’s insights have been featured in major publications like Forbes and The Wall Street Journal. He holds a BSBA from Colorado State University and a Master of Accountancy from Notre Dame.
Suleman Din Suleman Din Advisor Intelligence Lead AdvisorEngine

Suleman is editor-in-chief of Action!, a magazine with actionable content for wealth management leaders.

Previously, Suleman oversaw technology coverage for American Banker and Financial Planning. At Financial Planning, he launched ReinventWealth, the first newsletter dedicated to covering the evolution of digital wealth management and helped establish its INVEST conference. Suleman was a contributing editor to Knowledge@Wharton, the online business journal of the Wharton School of Business, and reported for the Newark Star-Ledger, where his coverage of the Asian tsunami in 2004 earned him a finalist nod for the Livingston Awards.