Survey Results - RIA Capacity and Segmentation Practices
Wednesday, March 13, 2019
2:00 PM EDT | 11:00 AM PDT
Summary Already Registered? Click here »
CANAM Research surveyed over 300 RIAs on their capacity and segmentation practices. Join this webinar for the survey results and to learn the key takeaways from three distinct vantage points:
- Bob Veres is an editor and publisher of the Inside Information service for financial planners, monthly columnist for Financial Planning magazine, and author of The New Profession, a new book about the future of the financial planning profession.
- Lisa Rapuano, CFA, is a financial services executive with over 25 years experience analyzing businesses and investing in technology. She spent 10 years of her career at Legg Mason managing the top decile $4 billion Special Investment Trust and for 10 years after that she managed hedge funds.
- Brent Weiss CFP®, ChFC® is a co-founder and the head of planning for Facet Wealth. He has over a decade of experience as an investment advisor and financial planner for high net worth individuals. As a former principal at an independent wealth management firm, he will examine the results through the lens of an advisor who's been through the generational transition underway in the industry.
Panelists will answer attendees’ questions during the webinar and will be available to continue the discussion on APViewpoint.
Bob Veres has been a commentator, author and consultant in the financial services industry for more than 20 years. He is the editor and publisher of Inside Information, an interactive subscription-based information service for financial planning professionals. Bob has spoken at many of the planning world’s largest professional conferences, including FPA National, FPA Retreat, NAPFA National, Waterhouse Institutional, FPA Broker-Dealer Conference, First Trust DATAlynx National Conference, and all of the NAPFA Regional Conferences. Bob has been recognized for his contributions by Investment Advisor magazine and Financial Planning magazine and was granted the lifetime achievement award for service to the profession by NAPFA and the FPA.
Lisa is a financial services executive with over 25 years experience analyzing businesses and investing in technology. She spent 10 years of her career at Legg Mason managing the top decile $4 billion Special Investment Trust and for 10 years after that, she managed hedge funds including Lane Five Partners, LP.
Co-Founder & Head of Planning
Brent serves as head of planning and advisory operations for Facet. He brings more than a decade of experience to the team as an investment advisor and financial planner for high net worth individuals and families. Prior to Facet, Brent was a principal at an independent wealth management firm where he served as a lead advisor and chaired the investment committee. Brent is a CERTIFIED FINANCIAL PLANNER™ (CFP®) professional and a Chartered Financial Consultant® (ChFC®). He also holds a life and health insurance license in the state of Maryland.
Vice President Business Development