By Joyce Blay, FA Magazine – Wealth advisor Ahmie E. Baum has partnered with Dynasty Financial Partners to launch new independent RIA Interchange Capital Partners in Pittsburgh, the companies announced earlier this week.
Louis Diamond Quoted – By Oisin Breen, RIABiz – Addepar just reinvented its business model. It’s betting its future on its latest creation, an alternatives assets supermarket where it takes a cut of the action. “[This] tie[s] together viewing, evaluating, transacting in, and monitoring investments across the alternatives landscape … and in a handful of clicks, clients can progress through a singular subscription document … then [pull] all those actions back into the Addepar platform.”
Louis Diamond Quoted – By Ian Wenik, Citywire – The performance reporting software firm is offering its users access to private equity and hedge funds, along with pre-IPO shares in private companies.
Doug John and Bryn Talkington join Mindy Diamond to discuss their break from UBS, the ability to better serve their ultra-high net worth clients and resulting extraordinary growth as the independent $1.5B RIA firm Requisite Capital Management.
In part 2 of 2, Eric Poirier, CEO of Addepar, explores the ongoing role technology plays in the different stages of a business, as well as a firm’s valuation, and what independent firm owners need to consider as their businesses and clients evolve.
Prospective breakaways often ask, “How can an independent firm possibly compete on a technology level with the wirehouses?” Eric Poirier, CEO of Addepar, joins the show to answer that question and explores the role of fintech in independence.
