Author: riacastllc

On this episode, RIAcast is joined by four Chief Investment Officers who have been participating for several years in a roundtable with regular meetings in which they openly share ideas and discuss and troubleshoot issues...

On this first episode of a planned RIAcast Transition Success Series, featuring Fidelity, we speak with Gary Decker, RIA Wealth Alliance Advisory Group’s President and CEO as well as Fidelity Vice President Andy Burgess....

This special edition episode of RIAcast was prompted by Morgan Stanley’s departure from the Protocol this past Friday, November 3, 2017.  Morgan Stanley’s Protocol exit has caused considerable buzz and debate in the...

On RIAcast’s 15th episode, we speak with Trust Company of America (TCA) CEO Josh Pace.  TCA is an independent RIA custodian. Josh and Matt discuss, among other things: TCA’s consultative approach; its MMX initiative;...

On this episode, Matt chats with Brian McLaughlin, CEO and Founder of Redtail Technology. Redtail has the largest RIA market share for client relationship management solutions delivered on a web-based platform. Brian and Matt...