#ItzOnWealthTech Ep. 91: Creating a Gravitational Pull Towards Your RIA Platform with Jason Wenk, Altruist

“The most compelling thing you can have when you go to market in any industry is simply providing immense value to your users. So the combination of people who are frustrated with their current solutions, so it’s not like we had to go manufacturer demand, people are not super happy with what they have today, […]

digital transformation

A Decade of Digital Transformation in Just 90 Days

“Culture eats strategy for breakfast.” — Gideon I. Gartner, founder of Giga Information Group and Gartner Group For better or for worse, strategy and culture are inextricably linked in the minds of business leaders. Strategy provides a framework to define a company’s goals and helps orient people around them. Culture expresses these goals through a […]

best ria platform

RBC Tries to Jumpstart RIA Custody Business with New Platform

The asset gap between the Big 4 RIA Custodians and the second-tier custodians is as wide as the Grand Canyon. With a combined asset base of over $2.5 trillion, the Big 4 would seem to have nothing to worry about from their small custodian peers. Yet, the many niche RIA custodians don’t seem to be […]