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Mastering Independence: Data Aggregation and Client Management with Sam Kingston
Manage episode 383107124 series 3368829
Innehåll tillhandahållet av Charlie Van Derven. Allt poddinnehåll inklusive avsnitt, grafik och podcastbeskrivningar laddas upp och tillhandahålls direkt av Charlie Van Derven eller deras podcastplattformspartner. Om du tror att någon använder ditt upphovsrättsskyddade verk utan din tillåtelse kan du följa processen som beskrivs här https://sv.player.fm/legal.
In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Kingston from Arch, a SaaS platform serving family offices and RIAs, to discuss the transition of financial advisors from large firms to independent practices. They cover the challenges of data aggregation and investment management for affluent clients, the benefits of early engagement with platforms like Arch, and the technological strides independent advisors are making to provide sophisticated services rivaling those of wirehouses.
Sam Kingston
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