The drive to grow your firm’s AUM may only be second to the entrepreneurial spirit it took to start your practice in the first place. The question becomes, how do you find the resources you need without disrupting your current business?
Hear how PA-based Almanack Investment Partners developed the perfect combination of technology partners to fuel their assets under advisement from $200 million to $3.9 billion in just over 5 years.
This Addepar led discussion will cover
- Tools that can power organic and advisor acquisition-led growth
- Technology trends that market leaders are applying to their practices
- Tips that any growth-oriented firm should consider before starting the buying process
Sponsored by
CIMA®, CPWA®, CIMC®, RMA®, and AEP® CE Credits have been applied for and are pending approval.
Matt Saunders
Product Marketing Manager
Addepar
Dominic Tully
Account Manager
Addepar
James Judge, CFA, MBA
Partner
Almanack
David Armstrong - Host
Editor-in-Chief and Executive Director of Content and User Engagement
WealthManagement.com