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Behind The Creation Of A Digital Investing Platform For RIAs
Live From RIA Summit 2022 with John Guthery, CFA and Peter Brittain of FushionIQ.
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 FushionIQ 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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By BlueleafLive From RIA Summit 2022 with John Guthery, CFA and Peter Brittain of FushionIQ.
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 FushionIQ 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.