The founder of Palantir, Addepar and Opto Investments discusses working with the government, his new alts investment platform and the complexities of RIAs.
With 2023 mega-advisor moves already outpacing 2022, this episode explores case studies to answer: What was needle-moving enough to leave the firms where they built phenomenal businesses? What can we all learn from this activity? What is the impact on recruiting and the industry at large? And more.
Join us on October 12 to explore how financial advisors are shaping the future with convergence, growth, and technology, revealing insights from a survey on hybrid models and the pivotal role of tech in scalability.
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