Upcoming Webinars

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RIA Cybersecurity Best Practices and the MyRIACompliance Cybersecurity Platform

Wednesday, August 21st, 2019     3:00pm-3:30pm EDT

This 30 minute webinar will provide you with a detailed overview on the current cybersecurity regulatory landscape, best practices, and a brief overview of our cybersecurity platform including the new device inventory feature. You won't want to miss it!

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RIA Registration 101: Starting an RIA Firm

Tuesday, September 10th, 2019     12:00-12:30pm EDT

Have you ever wondered if starting your own RIA firm makes sense? Please join us for a 30 minute educational webinar walking through a step by step process of starting an RIA firm. We will cover the basics of how to start an RIA firm including registration, licenses, documents, creating a compliance program, and what to consider in technology evaluation.  

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To schedule a member of the RIA in a Box team to speak at an investment adviser industry event, click here.