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JOIN THE FRESH KNOWLEDGE MOVEMENT

Learn, inspire and earn with people that share your passion.


The Future of RIAs in Wealth Management

Currnt is trusted by
thousands of
professionals and
hundreds of innovative
companies to connect and share
rare perspective to unlock fresh
insights and advance their fields

Currnt is trusted by
thousands of
professionals and
hundreds of innovative
companies to connect and share
rare perspective to unlock fresh
insights and advance their fields

100% Online (No travel)
At Convenience (No meetings)
No Commitment (Opt out at any time)
No Cost (You earn $)

person_pin Facilitator

Roger Wohlner

Financial and Business Writer, Ghostwriter for Fin...

supervised_user_circle Top Applicants

flag Expectation Guide

Log in at least once a day, when convenient to you, to answer the daily question posted by the facilitator over the 4-day engagement. This may include open-ended questions, simple surveys and responding to peers.

stars Value

- Learn about new developments and trends in your area of expertise
- Connect with other high-caliber peers and expand your network
- Enhance your reputation as a leading thinker on topics matching your passion and expertise
- Earn $200 paid immediately after the engagement

format_quote I really enjoy the platform. I love discussing these topics - to be able to do so with a group of experts [peers] is amazing. We don't always agree, but everyone is respectful and super smart. Then to get paid on top is a bonus!

Michael Fahey, General Counsel at Homeserve

As the wealth management industry continues to strive to deliver better outcomes and returns for clients, we'll explore the role of RIAs, their target customers, how they can meet their client needs, and communicate their value.

This is a unique opportunity for passionate, industry professionals to advance the thinking in this field. As a member, you'll engage with other panelists, learn more than you contribute, and get rewarded and recognized in the form of points and cash rewards. This engagement is moderated by an expert facilitator and is open asynchronously around-the-clock for your convenience over 4 days. You will also receive a $200 honorarium.

Each day of the 4 days, the facilitator will introduce a new subtopic exploring a new facet related to wealth management

Project Objectives:
- Better understand the needs of the market.
- Explore and map the current landscape.
- Identify future directions.
- Determine a recommended path.

This engagement is expected to launch on in late February.

peopleSeeking Expert Participation

Looking to engage the following, not limited to, the following US-based experts:
- Wealth managers
- RIAs (Registered Investment Advisors)
- Family Offices
- Investment Advisors
- Broker
- Dealers
- Wirehouses

lockThis panel is now closed to new applicants.