Two of United Capital's co-founders and another executive have left Goldman Sachs to build an RIA with $200 million from private-equity firm Crestview Partners.
Cambridge's Jeff Vivacqua describes how RIA leaders can create processes and guidelines that will generate repeatable growth through M&A and organic strategies.
This webinar on Tues. Apr. 11th 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.
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