Partners James Heavey and Michael Ward Invited to RIA Activate Conference 2024

Barton Operations Partner James Heavey and Partner Michael Ward were recently invited to InvestmentNews’ RIA (Registered Investment Advisor) Activate Conference in New York on April 16th.

The RIA Activate series is a key in-person networking and troubleshooting platform for RIA business owners, practice managers, and operations leaders.

This conference provides an opportunity for RIAs to come together to develop best practice management and engage with strategies that will help futureproof their firms, optimize their client services, bolster bottom lines, and accelerate business growth.

James’ and Michael’s practices both include serving as counsel to a number of sophisticated wealth management clients, advisory firms, and individual advisors on issues related to mergers & acquisitions, recruiting, unfair competition, protection of trade secrets, breach of contract claims, and restrictive covenants.

Their work with RIAs and advisory firms has been recognized in the media (InvestmentNews, AdvisorHub, Law360, Indianapolis Business Journal) and by the financial services industry at large.