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Adapting for growth: How RIAs build a resilient team and culture
Executives from top RIAs and MFOs stressed that investing in the right talent is key to sustainable growth and resilience in wealth management, where success depends on relationships and trust.
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Industry
Advisor Q&A: Paving the way for talent with top-tier tech
Attracting and retaining top talent remains a pressing challenge for the modern RIA. Those that choose to leverage technology to their advantage may find themselves attracting and retaining stronger advisors.
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Inside the M&A boom: how RIAs are navigating costs and cultural fit
Leading RIA and MFO firms joined us at the Addepar Summit recently for a behind-the-scenes look at mergers and acquisitions in the wealth management space. Here are the key takeaways.
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Industry
Advisor Q&A: Exceeding expectations with best-in-class tech
As the RIA landscape evolves, so do client expectations. With best-in-class technology, advisors are better equipped to meet these changing demands while continuing to deliver a quality service.
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Meet Addepar: Travis Larsen champions clients with automation and integration
In our Meet Addepar series, we sit down with the people at the heart of our success. Today, we speak to Travis Larsen, Director of the Technical Solutions Architect team at Addepar.
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Addepeeps
Exploring AI and innovation at the Addepar Summit
Artificial intelligence has quickly become one of the most transformative forces in financial services and wealth advisory. At the recent Addepar Summit, we led an interactive panel discussion on the rapidly...
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Industry
M&A, talent and AI insights from the first Addepar Summit
RIAs and MFOs recently joined us at the Addepar Summit. Our conversation turned to some of the hottest topics in wealth management including mergers and acquisitions, talent acquisition and retention, and...
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Industry
Meet Addepar: Phil Senseny is Addepar Trading’s greatest advocate
Meet Addepar is a brand new series where we meet the people at the heart of our success — those who challenge us to consistently deliver excellent outcomes for our clients.
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View Capital Advisors harnesses Addepar Dashboards to enable advisor capacity and power firmwide success
We recently sat down with View Capital Advisors to learn more about how the firm leverages Addepar Dashboards to enable advisor capacity and align on objectives.
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Product
Ultra Financial Partners found their perfect tech partner in Addepar
Overall, the enhanced capabilities Addepar can offer have strengthened our client relationships by providing them with clearer insights and a deeper understanding of their investments.
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Croak Capital chooses Addepar to enhance client service and operational efficiency
Cutting-edge solutions such as the Addepar platform help us differentiate Croak Capital in the marketplace and deliver superior value while allowing our staff and advisor team to focus on their clients.
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Meet the team: Delisha Grant VP, General Counsel
We recently sat down with Delisha Grant, Addepar’s VP–General Counsel to hear about her career journey, what accomplishments she’s most proud of and the best advice she’s received.
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Connecting with the Addepar Community: Nicole Sager of FitzRoy Investment Advisors
FitzRoy Investment Advisors is a multi-family office based in Miami, Florida. We are an independent firm that provides investment advice to high-net-worth families and individuals.
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Connecting with the Addepar Community: Tom Nicholson of Attinger
Attinger is a multi-family office managing $600 million. The firm offers private investment funds, which aim to drive industry-leading performance over a long-term investment horizon.
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Women’s History Month: Celebrating Women’s Achievements in Wealth Management (part 2)
In our second annual Women’s History Month blog post, we again have the privilege to highlight some of the top women in wealth management.
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Client-Powered Innovation: 3 Key Takeaways from Our 2021 Client Advisory Annual Event
We recently held our annual Addepar Client Advisory Board meeting to discuss exciting platform updates and opportunities for continued financial services industry advancement...
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A Conversation with Liesel Pritzker Simmons: Blue Haven Initiative Co-Founder and Principal
Liesel Pritzker Simmons sat down with Addepar to discuss how Blue Haven develops and implements strategies to address her and her husband’s specific values and concerns while achieving desired financial...
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5 Tips to Grow Your Firm While Delivering Exceptional Client Experience from Leading Wealth Advisors
Peter O'Brien shares takeaways from a recent panel discussion at Addepar’s Q2 Client Advisory Board meeting focused on growth strategies that RIA firms can employ for sustained competitive differentiation...
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Addepar Commemorates Juneteenth
Addepar commemorates Juneteenth as a time to reflect, connect and learn...
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Addepar Expands to Europe With New Office in Scotland
We’re thrilled to announce the opening of our first office outside the U.S. in Edinburgh, Scotland - another step toward realizing our vision to provide investors and advisors the data needed to optimize how...
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Women’s History Month: Celebrating Women’s Achievements in Wealth Management
It’s Women’s History Month, when we celebrate the many accomplishments of women in every avenue of business, government and our communities...
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Leading Voices in Wealth Management: Introducing Addepar’s Client Advisory Board
We’re thrilled to welcome some of the industry’s leading voices to our inaugural Client Advisory Board...
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Onboarding with Addepar: The First 30 Days
If you’re looking to migrate historical data from a legacy system to a modern platform, the process can be daunting. It doesn’t have to be...
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Top 5 Questions From Our National Client Call
We recently held our annual National Client Call. It offered a chance to look at our accomplishments in 2019 and what we’re working on as we charge into 2020. In case you missed it, check out the top 5...
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