​[Archive] How Has COVID-19 Affected the RIA Industry?

​[Archive] How Has COVID-19 Affected the RIA Industry?

RIA and COVID-19 Question


Amid one of the most abrupt economic, health, and cultural shocks that the world has experienced, no individual or business was spared from the COVID-19 pandemic. During the month of March, Assets Under Management (AUM) fell off with the declines in market values as wealth managers and money managers were forced to seek a new approach.  For some, it was a scramble to keep clients in the door. For others, it was an opportunity to tax loss harvest. Still, for others, it was a good reason to update their business strategy and think about updates to technology. 
Come hear about how the RIA industry changed over the grueling months YTD in 2020 from a panel of some of the most forward-thinking RIAs in the Washington DC area.
Learning Objectives:
  1. Reflect on trends in the RIA industry
  2. Learn about how the COVID crisis was a catalyst for change
Who Should Attend? 
  • C Suite
  • Portfolio Manager
  • Advisor


We encourage members of other CFA Societies to attend local programs at the CFAW Member Rate. Please contact events@cfawashington.org with any questions. 

Recording Available until Wednesday, June 30th, 2021


  • When

  • Wednesday, September 30, 2020 - Wednesday, June 30, 2021
    11:30 AM - 12:30 PM
    Eastern Time

  • Where

  • Virtual