New appointments follow second anniversary of Launch of Capital Group’s RIA Insider Hub
LOS ANGELES, April 14, 2022 — Capital Group announced today that it has appointed three new members to its RIA Advisory Board, bringing membership to a total of 12 practitioners, specialists and industry leaders. The advisory board, formed in conjunction with the launch of Capital Group’s exclusive online hub for Registered Investment Advisors (RIAs) - RIA Insider - celebrated its two year anniversary in March.
“RIAs face a number of challenges, from increasingly squeezed margins to sustaining organic growth and planning for succession. We saw a need to help RIAs address these issues and created the RIA Advisory Board two years ago as a result,” said Eric Grey, Director of the Board and RIA National Sales Director at Capital Group. “We regularly share the insights from the members of this board to the RIAs we support, on everything from client management strategies to ESG investing and the need for diverse talent pools. Our three new board members will only add to the deep bench of knowledge and experience of our existing members, enabling us to create valuable resources for the thousands of RIAs whom we support and ultimately help them manage and grow their businesses.”
The new members of the RIA Advisory Board include:
They join the following board members, who have held their roles since March 2020:
One of the board’s longest-tenured members, Michael Novak, Founder and Managing Director, Wellspring Financial Advisors, added “I am fortunate to have served on Capital Group’s RIA Advisory Board since its inception in early 2020. Since that time, we have focused our board conversations on the most critical and strategic issues facing the RIA industry. While there is so much content out there today in the RIA and wealth management space, I truly feel the insights coming out of this group, which are captured and shared by Capital Group with the industry at large via RIA Insider, are value-add to RIAs, and can be game changers in terms of how they run their business and engage their clients.”
RIA Insider offers a variety of insights, tools and resources to help RIAs manage and grow their practices, including:
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