RIAcast

27:32 | Dec 18th, 2019

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 an...Show More

28:47 | Jun 13th, 2018

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 Pre...Show More

11:03 | Nov 6th, 2017

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 an...Show More

23:06 | Oct 25th, 2017

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 * it...Show More

24:38 | Jun 28th, 2017

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...Show More

24:16 | May 10th, 2017

On this episode, we speak with Richard Kemmling, President of Ashland Partners, an accounting firm that provides due diligence solutions to the financial services industry.  Ashland Partners is the la...Show More

24:38 | Apr 12th, 2017

On this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor. Ed and Matt discuss, among other things: Ed's background in fintech * His vision as eMoney’s CEO * The greatest challenges currently...Show More

24:38 | Apr 12th, 2017

On this episode, Matt chats with Ed O’Brien, CEO of eMoney Advisor. Ed and Matt discuss, among other things: Ed's background in fintech * His vision as eMoney’s CEO * The greatest challenges currently...Show More