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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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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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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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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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RBC Wealth Management-U.S. and Addepar Collaboration Provides Best-in-Class Data Capabilities for Financial Advisors
RBC Wealth Management-U.S. has a network of more than 2,100 financial advisors in 180+ offices managing $542 billion in client assets. Their vision is to provide best-in-class technology experiences for...
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Addepar Joins The Open Cap Table Coalition
Addepar is happy to announce that we’ve joined the Open Cap Table Coalition, a cross-industry group that is collaborating to improve the interoperability, transparency and portability of company...
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