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WEBINAR

RIA India Talks: Lessons from Abroad - How Can RIAs Further Develop Their Practices?

Thursday, August 20, 2020 | 5:00 PM IST

A complimentary talk series for financial advisors

What works and what doesn't?

Join us for a candid conversation with Stuart Magrath, S&P DJI's Senior Director of Channel Management, on how RIAs in other markets have used passive strategies to develop their businesses.

Stuart will address key issues facing RIAs, including:

  • Navigating ecosystems to improve adaptability
  • Ways to strengthen client relationships while simplifying practices and increasing scalability
  • How RIAs can take an active approach to passive investing while seeking to provide alpha and efficient beta


Speakers include:

  • Stuart Magrath, Senior Director, Channel Management, S&P Dow Jones Indices
  • Renu Maheshwari, SEBI Registered Investment Adviser, Finscholarz Wealth Managers LLP

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