Capital Asset Advisory Services On The Cost Of Independence

Hybrid Aggregator Allows Firms to Maintain Their Equity

Kenneth Evangelista, Chief Compliance Officer for Capital Asset Advisory Services talked to Julie Cooling, Founder & CEO, RIA Channel about their consortium of services for advisory businesses. With over $2 billion in assets, Capital Asset Advisory Services provides a turnkey asset management platform (TAMP services), and serves as an aggregator of sorts for IARs that may want to maintain ownership of their businesses.

 

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