• Mastering Independence: Data Aggregation and Client Management with Sam Kingston

  • 2023/11/10
  • 再生時間： 28 分
  • ポッドキャスト

Mastering Independence: Data Aggregation and Client Management with Sam Kingston

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  • In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Kingston from Arch, a SaaS platform serving family offices and RIAs, to discuss the transition of financial advisors from large firms to independent practices. They cover the challenges of data aggregation and investment management for affluent clients, the benefits of early engagement with platforms like Arch, and the technological strides independent advisors are making to provide sophisticated services rivaling those of wirehouses.

    Sam Kingston
    LinkedIn
    Website
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あらすじ・解説

In this episode of RIA Collective, host Charlie Van Derven sits down with Sam Kingston from Arch, a SaaS platform serving family offices and RIAs, to discuss the transition of financial advisors from large firms to independent practices. They cover the challenges of data aggregation and investment management for affluent clients, the benefits of early engagement with platforms like Arch, and the technological strides independent advisors are making to provide sophisticated services rivaling those of wirehouses.

Sam Kingston
LinkedIn
Website
続きを読む 一部表示

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