July 28 – Building a Growth-Ready RIA: Evaluating Your Technology Stack and Operating Model – Envestnet – 1 CE Credit

 Building a Growth-Ready RIA: Evaluating Your Technology Stack and Operating Model by Envestnet

Registration is complimentary for financial advisors.

Summary: As RIAs look to scale, technology plays a critical role in driving efficiency, capacity, and growth. Join Envestnet and Datos Insights for a discussion on the trends reshaping today’s RIA landscape, common operational challenges, and key considerations for evaluating your technology stack. More...

Date: Tuesday, July 28, 2026

Time: 1:00 PM Eastern Daylight Time

Duration: 1 Hour

Complimentary CE credit for financial advisors.