by | | Vendors
… This is the Transition To RIA Vendor Profile Series where we take a look at the solution providers powering the RIA model. On this episode: Vendor name: WealthReach Vendor category: Marketing Episode host: Brad Wales Episode guest: Mike Barrasso Vendor contact...
by | | FAQ
… Also available as podcast (Episode #148) Apple | Android | Spotify | Amazon | Audible How much does a custodian cost? TL;DR – Several solution providers are needed to run a modern RIA. One of those solutions is a custodian, which provides custody...
by | | Vendors
… This is the Transition To RIA Vendor Profile Series where we take a look at the solution providers powering the RIA model. On this episode: Vendor name: RIA Oasis Vendor category: Tech Implementation Episode host: Brad Wales Episode guest: Kristen Schmidt...
by | | FAQ
… Also available as podcast (Episode #147) Apple | Android | Spotify | Amazon | Audible Can I service high net worth and ultra high net worth clients as an RIA? TL;DR – 10+ years ago, the answer to this question was generally “no.” ...
by | | Vendors
… This is the Transition To RIA Vendor Profile Series where we take a look at the solution providers powering the RIA model. On this episode: Vendor name: Live Oak Bank Vendor category: Lending (Advisor) Episode host: Brad Wales Episode guest: James Hughes...
