RIA Talent Advantage®

Program Overview
Registered Independent Advisory firms are experiencing a strong growth trajectory, making the need to scale and grow efficiently more important than ever. Recruiting and retaining the right talent will help power that growth.
But competition for high-performing talent is tight—and you may have many demands on your time. RIA Talent Advantage® is a comprehensive offering to help you enhance your recruiting, hiring, talent development, and retention strategies.
About The Talent Advantage Program
The Talent Advantage Program offers support in three key areas:
- Recruiting talent: Recruiting is not an event, but an ongoing process of sourcing and hiring top candidates with the skills and experience to drive success for your firm. Learn more about talent recruitment >
- Developing talent: Develop top performers to build the next generation of leadership at your firm. Learn more about talent development >
- Cultivating inclusion: When team members experience a sense of belonging and are empowered to bring their authentic selves to the workplace, you'll be better positioned to meet the needs of the evolving investor. Learn more about creating an inclusive culture >
“For advisors to really drive growth in the future, they will need a more diverse talent pool of advisors to meet the demands of changing client demographics.
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Establishing a firm's legacy through a cycle of opportunity
Learn about creating a cycle of opportunity to attract, develop, and retain top talent.
The RIA Talent Advantage® Program supports advisors with tools, resources, and networking opportunities to attract, develop, and retain diverse talent to serve investors.
This material is for institutional investor use only. This material may not be forwarded or made available, in part or in whole, to any party that is not an institutional investor. For general informational and educational purposes only.