Allegiance Financial Group Advisory Services is proud to announce that, Haley Ellis, CFP®, CPFA®, Chief Operating Officer, will speak as a panelist at Portfolio Summits inaugural RIA Technology and Practice Management Summit on February 11, 2026, in New York City.
Ellis will participate in a panel titled Retaining Top Talent: Building a High-Performance Team, alongside industry leaders Sarah Mouser, Beth Bosworth, and Ranie Verby. The discussion will focus on hiring practices, organizational culture, and career development strategies that support long-term team retention within growing registered investment advisory firms.
The Technology and Practice Management Summit brings together RIA leaders from across the country to discuss operational best practices, talent strategies, and sustainable firm growth.
Allegiance Financial Group Advisory Services is a registered investment advisory firm providing comprehensive financial planning and investment management services, with offices in Wilmington, North Carolina, and Vienna, Virginia.
For more information about the event, visit https://portfoliosummits.com/events/ria-practice-management-technology-summit/.
