The pace of RIA-focused technology development in the last 12 months feels like 10 years wrapped into one.
My team and I have had a bird's eye view of this development across some of the most profitable RIAs in the business due to our work at Focus Financial Partners. Whether it’s a partner firm or one of the prospective RIAs I sit with each day, the same questions get asked: “What is going on in the RIA fintech space?” and, “Should I buy XYZ to solve for my issues?"
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