Home
Webcasts
iSummits
Top Lists
Top 50 ETF Power Users RIA Ranking – 2025
Interviews
Manager Insights
Advisor Insights
Tech Insights
Channels
Baillie Gifford
Eaton Vance
FTSE Russell
Grayscale Investments
Innovator ETFs
Nomura Capital Management
Swan Global Investments
View All Manager Channels
Outlooks
White Papers
Podcasts
Contact
RIA Database
Search
Contact
Sponsorship
RIA Database
Sign in
Welcome! Log into your account
your username
your password
Forgot your password? Get help
Password recovery
Recover your password
your email
A password will be e-mailed to you.
RIA Channel
default ad
Home
Webcasts
iSummits
Top Lists
Top 50 ETF Power Users RIA Ranking – 2025
Interviews
Manager Insights
Advisor Insights
Tech Insights
Channels
Baillie Gifford
Eaton Vance
FTSE Russell
Grayscale Investments
Innovator ETFs
Nomura Capital Management
Swan Global Investments
View All Manager Channels
Outlooks
White Papers
Podcasts
Contact
RIA Database
Tech Insights
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning and Democratizing Access to Advice
Conquest Planning’s Lotocki and BNY Pershing’s Tasch On the Future of AI in Financial Planning and Democratizing Access to Advice
Syntax Data’s Sean Sandys On The Value Of Granular Classification Of Product Lines
Syntax Data’s Sean Sandys On The Value Of Granular Classification Of Product Lines
Envestnet’s D’Auria On Tax-Efficient Portfolio Construction
Envestnet’s D’Auria On Tax-Efficient Portfolio Construction
GeoWealth’s Brendan Falls On Alternative Investment Model Portfolios In A TAMP
GeoWealth’s Brendan Falls On Alternative Investment Model Portfolios In A TAMP
Envestnet’s Blake Wood On Improving Client Retention With Personalized Advice
Envestnet’s Blake Wood On Improving Client Retention With Personalized Advice
GiftingNetwork’s Greg Murray On How Charitable Giving Can Enhance Advisors’ Revenues
GiftingNetwork’s Greg Murray On How Charitable Giving Can Enhance Advisors’ Revenues
Arcus Partners’ Gerry Murphy On Middle-Office Functionality Built On Salesforce
Arcus Partners’ Gerry Murphy On Middle-Office Functionality Built On Salesforce
Advyzon’s Charles Rowlan On Its New Family Office Technology Platform
Advyzon’s Charles Rowlan On Its New Family Office Technology Platform
Orion Wealth Management’s Tom McCarthy On A Key Trend In the RIA Business
Orion Wealth Management’s Tom McCarthy On A Key Trend In the RIA Business
Conquest Planning’s Ken Lotocki On The Need For Financial Planning At Scale
Conquest Planning’s Ken Lotocki On The Need For Financial Planning At Scale
Advyzon’s John Mackowiak On Defragmenting The Tech Stack
Advyzon’s John Mackowiak On Defragmenting The Tech Stack
Egnyte’s Nick DeVore On Security And Compliance Issues Of AI Implementation
Egnyte’s Nick DeVore On Security And Compliance Issues Of AI Implementation
Nexus Strategy’s Tim Welsh On Building A Tech Stack
Nexus Strategy’s Tim Welsh On Building A Tech Stack
EncorEstate Plans’ Matt Morris On Overcoming Procrastination In The Estate Planning Process
EncorEstate Plans’ Matt Morris On Overcoming Procrastination In The Estate Planning Process
Confluence’s Kyrstin Ritsema On The Need For Compliance Services
Confluence’s Kyrstin Ritsema On The Need For Compliance Services
Smartleaf’s Jerry Michael On Automated Investing For Even The Smallest Clients
Smartleaf’s Jerry Michael On Automated Investing For Even The Smallest Clients
Myriad Advisor Solutions’ Danielle White On Successful Succession Planning For Advisors
Myriad Advisor Solutions’ Danielle White On Successful Succession Planning For Advisors
GReminders’ Arnulf Hsu on AI-Powered Meeting Management for Financial Advisors
GReminders’ Arnulf Hsu on AI-Powered Meeting Management for Financial Advisors
Alphathena’s Mohan Naidu On Its Direct Indexing Platform For Advisors
Alphathena’s Mohan Naidu On Its Direct Indexing Platform For Advisors
Greenboard’s Feldman On Modernized Compliance For RIAs
Greenboard’s Feldman On Modernized Compliance For RIAs
Betterment Advisor Solutions’ Thomas Moore On Solo 401(k) Plans
Betterment Advisor Solutions’ Thomas Moore On Solo 401(k) Plans
Jump’s Parker Ence On Using Generative AI To Empower Advisors
Jump’s Parker Ence On Using Generative AI To Empower Advisors
FINIAT’s Rob Bandy On Quantitative, Active Portfolio Strategies
FINIAT’s Rob Bandy On Quantitative, Active Portfolio Strategies
Envestnet’s Chris Todd On Strategy For The Newly Private Firm
Envestnet’s Chris Todd On Strategy For The Newly Private Firm
TaxStatus’ Kevin Knull On Determining Each Client’s Full Financial Picture
TaxStatus’ Kevin Knull On Determining Each Client’s Full Financial Picture
d1g1t’s Tate Haymond On Accounting For Alternative Investments
d1g1t’s Tate Haymond On Accounting For Alternative Investments
Vast Assembly’s Ian J. Karnell On Using AI Tools To Accelerate Organic Growth
Vast Assembly’s Ian J. Karnell On Using AI Tools To Accelerate Organic Growth
iPipeline’s Powell On Increasing Transaction Efficiency
iPipeline’s Powell On Increasing Transaction Efficiency
CircleBlack’s Lincoln Ross On Flexibility In An Advisor’s Tech Stack
CircleBlack’s Lincoln Ross On Flexibility In An Advisor’s Tech Stack
Praxis Solutions’ Bill Dwyer On The Application Of AI In Wealth And Asset Management Firms
Praxis Solutions’ Bill Dwyer On The Application Of AI In Wealth And Asset Management Firms
Powerlytics’ Matt Reed On Generating Leads For Financial Advisory Clients
Powerlytics’ Matt Reed On Generating Leads For Financial Advisory Clients
Advyzon’s Dave Goes On The Benefits Of A Configurable Advisor Platform
Advyzon’s Dave Goes On The Benefits Of A Configurable Advisor Platform
Advisor360°’s Tedesco On The Role Of AI For Financial Advisors
Advisor360°’s Tedesco On The Role Of AI For Financial Advisors
Envestnet’s D’Auria On TAMPs And Customized Index Portfolios
Envestnet’s D’Auria On TAMPs And Customized Index Portfolios
The Oasis Group’s O’Connell On Mapping Artificial Intelligence In Wealth Technology
The Oasis Group’s O’Connell On Mapping Artificial Intelligence In Wealth Technology
AdvisorEngine’s Ramsey On Operational Efficiencies In Advisory Firms
AdvisorEngine’s Ramsey On Operational Efficiencies In Advisory Firms
Advyzon’s Srinivasan On Enhancing Technology For Complex Family Offices
Advyzon’s Srinivasan On Enhancing Technology For Complex Family Offices
Kwanti’s Gauthron On An Analytical Platform For Both Advisors And Clients
Kwanti’s Gauthron On An Analytical Platform For Both Advisors And Clients
T3’s Bruckenstein On Leveraging Technology To Accelerate Organic Growth
T3’s Bruckenstein On Leveraging Technology To Accelerate Organic Growth
AdvisorEngine’s Dane On Using Technology To Grow An RIA Business
AdvisorEngine’s Dane On Using Technology To Grow An RIA Business
AI Risk’s Crawford On Safely Using Artificial Intelligence Models In An Advisory Business
AI Risk’s Crawford On Safely Using Artificial Intelligence Models In An Advisory Business
