Modern Wealth
WealthManagement.com
WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning.
Three Goldman Sachs executives are launching a new registered investment advisory firm in an unusual way—with a long-term capital partner and no clients.
Co-CEOs Gary Roth and Mike Capelle , along with President Jason Gordo , introduced Modern Wealth Management on Wednesday. The trio has experience, connections, $200 million from private-equity investor Crestview Partners and big plans for growth—but no advisors, no tech stack and no assets to speak of.
Between them, the team has already founded two successful RIAs and sees an opportunity in the current landscape, said Mike Capelle . “There’s been an evolution in the industry. We believe the leading edge of the industry—in the RIA space—is to really broaden the set of services available to the client.”
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Building a scalable tech stack for a growing RIA can be a challenge. The breadth and depth of applications available for financial advisors has exploded over the past few years. The choices can be overwhelming. This webinar will walk you through five common pitfalls that most RIAs run into when building their tech stack and provide advice on how to select the right software for your firm that will be able to support future growth and deliver a superior advisor and client experience.
Host David Lenok , Senior Wealth Planning Editor at WealthManagement.com , will be joined by Craig Iskowitz, CEO and founder of Ezra Group, LLC , and Brandon Roth , Senior Product Marketing Manager at BILL .
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Register now to join us on Tuesday, April 11 at 2:00 pm ET.
With modernization comes concern around security, connectivity and data. Hear from three chief technology officers, AdvisorEngine ’s Raj Madan , Merit Financial Advisors ’ JP Pattinson , and Shufro Rose ’s Vibhaw Arya , on the challenges and opportunities when it comes to architecting the future of a business, and how the wealth management industry is making great strides around integration.
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Wealth Management EDGE?has been designed to strategically integrate three industry-leading events.?Register now!
By housing Inside ETFs, WealthStack and RIA Edge together, Wealth Management EDGE will provide advisors with efficient access to the most sought-after experts, thought leaders and researchers in investing, technology and practice management.
Over the course of a single week, our conferences will provide real-world solutions to improve advisors’ investment management, technology and practice management. Ultimately giving attendees the "EDGE" to power the future growth of their firms.
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