Behind The Creation Of A Digital Investing Platform For RIAs

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Last Updated on November 29, 2022 by Connor Prendergast

In this Episode

Live From RIA Summit 2022 with John Guthery, CFA and Peter Brittain of FusionIQ.

Today’s clients demand a digital experience from their RIAs that rivals that of the largest retail wealth management firms while offering the while glove approach the expect of a boutique shop.

Hear how FusionIQ was born out of one firm’s desire to deliver on this promise for their own clients.

Other Resources Mentioned In This Episode:

How Personalized Portfolios Powered By A.I. and Machine Learning Are Helping Advisors Attract Millennial and Gen-Z Investors – Runik Mehrotra and Samir Vasavada, Co-Founders of Vise share their vision for helping advisors attract and service the next generation of clients.


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