by FinancialAdvisor | Apr 11, 2018 | COO Best Practices
Karen DeMasters of Financial Advisor Magazine detailed the strategies used by some of the most successful RIA acquirers in our industry. We were honored to cover these firms in our most recent white paper. See Karen’s full article here
by Anna Maria Garcia | Mar 21, 2018 | COO Best Practices, Operations and Technology
As an operations and technology consulting firm that works with both breakaway advisors and existing RIAs in growth mode, we have become adept at project management and the importance of maintaining a strict schedule with many moving parts. Building an RIA from...
by Matt Sonnen | Mar 4, 2018 | COO Best Practices, Entrepreneurship, Operations and Technology
As a consultant to both breakaway advisors and RIAs, some may question my title to this article, and others may question my timing, as “The Enduring Advisory Firm: How to Serve Your Clients More Effectively and Operate More Efficiently” was released over a year ago. ...
by Matt Sonnen | Feb 2, 2018 | COO Best Practices, Operations and Technology
With the accelerating pace of technological change, how can you be sure you are making the right technology choices? What should your tech stack look like? One of the biggest changes in the financial advisory business over the past 10 years or so has been the rise of...
by Matt Sonnen | Jan 2, 2018 | COO Best Practices
We wrote this article for InvestmentNews to highlight the research we conducted for our Alternative Investments White Paper last October, where we highlighted the alternative investment resources provided by Artivest, iCapital Network, PPB Capital Partners, and...
by COO Society | Dec 8, 2017 | COO Best Practices
While attending Schwab IMPACT last month, we had the privilege of listening to a presentation by Joe Duran, CEO of United Capital. In his opening remarks, he compared Vanguard in the financial services industry to Netflix in the entertainment industry, or Amazon...
