Massachusetts RIA Summit

Schedule

Thu Mar 27 2025 at 09:00 am to 06:00 pm

UTC-04:00

Location

The Westin Copley Place, Boston | Boston, MA

Advertisement
March 27th
Massachusetts RIA Summit
About this Event

Join us for a day of learning and networking at the 6th annual Massachusetts RIA Summit! This in-person event will take place on Thursday, March 27th at The Westin Copley Place covering topics such as market trends, portfolio construction, asset allocation, liquid and illiquid alternatives, practice management, M&A, and more.


This event is the perfect opportunity to gain valuable insights, stay up to date with the latest industry trends, and connect with like-minded individuals.


Throughout the day, you'll have the chance to attend engaging sessions led by renowned experts in the field. Additionally, there will be ample networking opportunities, allowing you to meet industry leaders and eager peers to help you capture current opportunities in the market and best run your practice. Share your experiences, exchange ideas, and build valuable connections that will help to better serve your clients.


We can't wait to see you at the Massachusetts RIA Summit!


with questions or to learn about participation as a speaker, guest or sponsoring partner.


Learn more about this conference


View our privacy policy


Refund policy: Refunds for Portfolio Summit's/IC Summit's events are not available for any reason and will not be offered unless in case of event cancelation or postponement by more than 12 months.


Please contact us via Eventbrite or email [email protected] to request to transfer your credit to another member of your team or a different Portfolio Summits scheduled event within 12 months of purchase.


How to Register

1. Click the green button labeled "Tickets" (above).

2. Select the number of tickets and appropriate ticket type based on your professional affiliation. See below for details.

Complimentary Registered Investment Advisor Ticket: You currently work for an independent RIA that manages a minimum of $100MM in AUM. Please note that roles related to M&A or corporate/business development will not qualify for a complimentary ticket unless speaking on our M&A panel. If you would still like to get involved, please contact us.

3. Click "Checkout" button

4. Enter all required Contact, Registration and Payment information for all guests you are registering. This is a professional event - please ONLY register using your company/work website, email address and title. Any other emails will be denied.

5. Place order and check email for purchase confirmation. A member of the Portfolio Summits will follow up to confirm your place at the event and share additional information.

Advertisement

Where is it happening?

The Westin Copley Place, Boston, United States

Event Location & Nearby Stays:

Tickets

USD 0.00

IC Summits

Host or Publisher IC Summits

It's more fun with friends. Share with friends

Discover More Events in Boston

Stereophonics
Wed Mar 26 2025 at 07:00 pm Stereophonics

Citizens House Of Blues - Boston

Stereophonics at Citizens House of Blues Boston
Wed Mar 26 2025 at 07:00 pm Stereophonics at Citizens House of Blues Boston

Citizens House of Blues Boston

Casey Sherman at Wilbur Theatre
Wed Mar 26 2025 at 07:30 pm Casey Sherman at Wilbur Theatre

Wilbur Theatre

ART
Thu Mar 27 2025 at 08:00 am Enterprise Roundtable NY

TBD

Finance Path Virtual Job & Networking Event For Professionals #BOS
Thu Mar 27 2025 at 04:00 pm Finance Path Virtual Job & Networking Event For Professionals #BOS

Boston

JOB-FAIRS VIRTUAL
ISU World Figure Skating Championships - Paris Free at TD Garden
Thu Mar 27 2025 at 06:15 pm ISU World Figure Skating Championships - Paris Free at TD Garden

TD Garden

SPORTS
Gaelic Storm
Thu Mar 27 2025 at 08:00 pm Gaelic Storm

ART THEATRE
#Data #FirstFridayFair Virtual Job Fair \/ Career Expo Event #Boston
Wed Jun 01 2016 at 09:00 pm #Data #FirstFridayFair Virtual Job Fair / Career Expo Event #Boston

Virtual Event Only

JOB-FAIRS BUSINESS
#AnalyticsClub Virtual Job Fair \/ Career Expo Event #Boston
Fri Oct 02 2020 at 11:00 am #AnalyticsClub Virtual Job Fair / Career Expo Event #Boston

Boston

JOB-FAIRS BUSINESS
#JobsOffice Virtual Job Fair \/ Career Expo Event #Boston
Fri Oct 02 2020 at 11:00 am #JobsOffice Virtual Job Fair / Career Expo Event #Boston

Boston

JOB-FAIRS BUSINESS
#VeteranWorks Virtual Job Fair \/ Career Expo #Veterans Event #Boston
Fri Dec 04 2020 at 11:00 am #VeteranWorks Virtual Job Fair / Career Expo #Veterans Event #Boston

Virtual Event Only

JOB-FAIRS BUSINESS
#DiversityHire Virtual Job Fair \/ Career Expo #Diversity Event  #Columbia
Fri Dec 04 2020 at 11:00 am #DiversityHire Virtual Job Fair / Career Expo #Diversity Event #Columbia

Boston

BUSINESS EXHIBITIONS
#VeteranWorks Virtual Job Fair \/ Career Expo #Veterans Event #Lakeland
Fri Dec 04 2020 at 11:00 am #VeteranWorks Virtual Job Fair / Career Expo #Veterans Event #Lakeland

Virtual Event Only

JOB-FAIRS BUSINESS
#DiversityHire Virtual Job Fair \/ Career Expo #Diversity Event #Boston
Fri Dec 04 2020 at 11:00 am #DiversityHire Virtual Job Fair / Career Expo #Diversity Event #Boston

Boston

BUSINESS EXHIBITIONS
#StartupMoves Virtual Job Fair \/ Career Expo #Startup #Founder #Boston
Fri Dec 04 2020 at 11:00 am #StartupMoves Virtual Job Fair / Career Expo #Startup #Founder #Boston

Virtual Event Only

BUSINESS JOB-FAIRS
AnalyticsWeek Virtual Job Fair \/ Career Networking Event #Boston
Fri Jan 08 2021 at 11:00 am AnalyticsWeek Virtual Job Fair / Career Networking Event #Boston

Virtual Event Only

JOB-FAIRS BUSINESS
#ConstructionHires Virtual Job Fair \/ Career Expo Event #Boston
Fri Feb 05 2021 at 11:00 am #ConstructionHires Virtual Job Fair / Career Expo Event #Boston

Boston

JOB-FAIRS BUSINESS
#EnergyHires Virtual Job Fair \/ Career Expo Event #Chattanooga
Fri Feb 05 2021 at 11:00 am #EnergyHires Virtual Job Fair / Career Expo Event #Chattanooga

Boston

JOB-FAIRS BUSINESS
#EnergyHires Virtual Job Fair \/ Career Expo Event #Boston
Fri Feb 05 2021 at 11:00 am #EnergyHires Virtual Job Fair / Career Expo Event #Boston

Boston

JOB-FAIRS BUSINESS

What's Happening Next in Boston?

Discover Boston Events