A new online startup is offering advisors and RIA firms a chance to seek new positions or succession partners with complete anonymity through an open, custodian-agnostic platform.
"Confidentiality is critical," says Mary Ann Buchanan, a 25-year industry veteran and founder of Purcellville, VA-based RIA Match. "[Advisors] need to be able to look around anonymously. They need to have the ability to stick their toe in the water and see who is out there. Names and addresses [collected from users] will never, ever be sold."
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