Download - Registered Investment Advisors (RIAs) and the effective strategies they use to help ensure financial well-being

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Equitable Life with inSight

Business

Registered Investment Advisors (RIAs) and the effective strategies they use to help ensure financial well-being

2023-12-28

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Karen Barr shares with us not only what the roles of an RIA are, but what they bring to the table when it comes to creating effective financial strategies for clients.

Guest: Karen Barr, President and Chief Executive Officer of the Investment Adviser Association (IAA)

GE-6158953.1 (1/24) (Exp. 1/26)

Download transcript here.