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AUM visibility
Understand why clients often purchase gold and silver away from the advisory relationship and how RIAs can respond.
Live RIA Briefing · 15 minutes
Help clients explore physical metals without losing account control.
Neptune Global hosts the RIA Briefing every Tuesday and Thursday for registered investment advisers who want a concise, professional view of physical metals demand, AUM retention, and practical implementation options.
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Institutional safeguards
Review the trust, storage, audit, and reporting considerations that matter to fiduciary-minded advisors.
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Advisor fit
See how a physical metals solution can be evaluated without disrupting an existing advisory model.
What you will learn in 15 minutes
A concise briefing for RIAs evaluating client demand for physical metals.
The RIA Briefing is structured for professionals who need clarity, not a long sales presentation. Neptune Global focuses the session on the problem, the advisor impact, and the implementation questions that typically determine whether a physical metals option belongs in an advisory practice.
✓ Why client purchases outside your platform can weaken relationship visibility.
✓ How RIAs can think about physical metals access without changing their core model.
✓ What reporting, audit, custody, and storage questions should be asked before implementation.
✓ Where RIAs may be able to reduce client carry costs compared with ETF exposure.
Reserve your seat in the next RIA Briefing.
Select Tuesday or Thursday, and Neptune Global will record your registration as a lead for follow-up. The confirmation screen will reflect the details you submit.
Selected session
Tuesday, Tuesday, May 5, 2026 at 11:00 AM